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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-19 |
| GA | RA | APPROVED | 2020-11-23 |
Branch Locations
10000 Avalon Boulevard Suite 760, Alpharetta, GA 30009 • United States
5 Concourse Parkway Suite 3000, Atlanta, GA 30328 • United States
3235 Satelite Blvd Building 400, Suite 300, Duluth, GA 30096 • United States
1775 Parker Rd Se Building C, Suite 210, Conyers, GA 30094 • United States
320 West Lanier Ave Suite 200, Fayetteville, GA 30214 • United States
3550 George Busbee Pkwy Suite 450, Kennesaw, GA 30144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hoffman Financial Group | Alpharetta | GA | 05/2015 | Present |
| Retirement Wealth Advisors Llc | Alpharetta | GA | 11/2020 | Present |
HOFFMAN FINANCIAL GROUP; INVESTMENT RELATED; 10000 AVALON BOULEVARD, SUITE 760, ALPHARETTA, GA 30009; INVESTMENT ADVISORY AND INSURANCE; INVESTMENT ADVISOR; STARTED 05/2015; 240 HOURS/MONTH DEVOTED; 143 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; PROVIDE INVESTMENT ADVISORY SERVICES AND SALE OF INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-03 |
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