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Current Employers
Felton & Peel Wealth Management, Inc.

2 Ballpark Center 800 Battery Avenue Se, Suite 300, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-02-04
NY RA APPROVED 2021-07-29
GA RA APPROVED 2018-08-23
  • SC RA
    APPROVED
    Since 2026-02-04
  • NY RA
    APPROVED
    Since 2021-07-29
  • GA RA
    APPROVED
    Since 2018-08-23

Branch Locations

2 Ballpark Center 800 Battery Avenue Se, Suite 100, Atlanta, GA 30339 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Henssler Financial Group Denver CO 08/2013 08/2018
Alps Distributors, Inc. Denver CO 09/2013 08/2018
Felton & Peel Wealth Management, Inc. Atlanta GA 08/2018 Present
Felton & Peel Tax Services, Llc Atlanta GA 01/2019 Present
Klondike Financial, Llc Dallas GA 07/2024 Present
  • 08/2013 → 08/2018
    The Henssler Financial Group
    Denver, CO
  • 09/2013 → 08/2018
    Alps Distributors, Inc.
    Denver, CO
  • 08/2018 → Present
    Atlanta, GA
  • 01/2019 → Present
    Felton & Peel Tax Services, Llc
    Atlanta, GA
  • 07/2024 → Present
    Klondike Financial, Llc
    Dallas, GA
Previous Registrations
  • 2024-08-28 → 2025-05-14
    Klondike Financial, Llc
    Dallas, GA
  • 2013-10-30 → 2018-08-15
    Kennesaw, GA
  • 2011-03-01 → 2013-07-15
    Securities America Advisors, Inc.
    Smyrna, GA
    Atlanta, GA
    Atlanta, GA
  • 2009-01-12 → 2011-03-10
    Msi Financial Services, Inc.
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
  • 2008-02-12 → 2008-08-26
    Atlanta, GA
Other Businesses

1. INDEPENDENT INSURANCE AGENT, INSURANCE PRODUCT AND SERVICES SALES, 12-20 HOURS PER MONTH 2. FELTON & PEEL TAX SERVICES, LLC, OWNER, PROVIDES TAX PLANNING AND PREPARATION SERVICES THROUGH 12-20 HOURS PER MONTH 3. KLONDIKE FINANCIAL, LLC, MEMBER AND THE CHIEF EXECUTIVE OFFICER, MOBILE APP BUSINESS, SPENDS ABOUT 5 - 10 HOURS PER MONTH 4. CHURCH WITHOUT WALLS MINISTRIES, 102 N 85 PKWY, SUITE B, FAYETTEVILLE, GA 30214, RELIGIOUS ORGANIZATION, VOLUNTEER BOARD MEMBER, TREASURER, 8 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS, IMPLEMENTING FINANCIAL RECORD KEEPING POLICIES AND OVERSEE BUDGET COMMITTEE. 5. POSTERCHILD UNLIMITED, LLC, 101 MARIETTA ST., 12TH FL, ATLANTA, GA 30303, MARKETING AND EVENT PLANNING, CHIEF MARKETING OFFICER, 10 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS, ORGANIZING AND PLANNING SPECIAL EVENTS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-06
  • S66 Uniform Combined State Law Examination
    2008-02-06
Designations

View on SEC IAPD

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