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1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-19 |
| VA | RA | APPROVED | 2024-09-19 |
| GA | RA | APPROVED | 2015-05-12 |
Branch Locations
1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Atlanta | GA | 10/2011 | Present |
| Raymond James Financial Services Advisors Inc. | Atlanta | GA | 08/2014 | Present |
| Consolidated Planning Corp | Atlanta | GA | 11/2014 | 09/2025 |
| Cpc Advisors, Llc | Atlanta | FL | 10/2025 | Present |
(1)Name of Business: Address: 1475 Peachtree St NE Ste 750, Atlanta, GA, 30309-3992, United States Activity Type: Non-variable Insurance Position/Title: Broker, Agent Investment Related: Yes Start Date: 03/18/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I recently obtained my insurance license and will recommend RJ approved insurance when necessary in a financial plan. (2)Name of Business: CPC Advisors, LLC Address: 1475 Peachtree St NE Ste 750, Atlanta, GA, 30309-3992, United States Activity Type: Support Company - Non Owner Position/Title: Officer - CEO Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: CEO and President (3)Name of Business: CPc Holdings Company, LLC Address: 1475 Peachtree St NE Ste 750, Atlanta, GA, 30309-3992, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 2-10 Description of duties: CEO, PResident (4)Name of Business: Ethos Address: 1766 Georgian Terrace, Atlanta, GA, 30341, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Investment Related: Yes Start Date: 06/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5)Name of Business: VM Advisor, LLC Address: 1475 Peachtree St NE Ste 750, Atlanta, GA, 30309-3992, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is a holding Company S-Corp that will recvie payments from our RIA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-11 |
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