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212 Webb Street Suite 101, Cumming, GA 30040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-07-02 |
Branch Locations
212 Webb Street Suite 101, Cumming, GA 30040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Change Path Llc | Leawood | KS | 12/2018 | 04/2019 |
| Bales Financial Group, Inc. | Cumming | GA | 08/2018 | Present |
| Tengco Inc | Cumming | GA | 01/2018 | 07/2018 |
| Professional Stonework | Cumming | GA | 07/2004 | 12/2017 |
| Retirement Wealth Advisors | Cumming | GA | 04/2019 | Present |
| Bales Financial Advisors, Inc | Cumming | GA | 05/2020 | Present |
| Anglin Insurance Group, Inc. | Dahlonega | GA | 02/2025 | Present |
BALES FINANCIAL GROUP; INVESTMENT RELATED; 512 DAHLONEGA ST, CUMMING, GA 30040; Fixed insurance sales; INDEPENDENT AGENT; STARTED 08/2018; 40 HOURS/MONTH DEVOTED; 40 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS. Retirement Wealth Advisors, Inc; Investment Related; Cumming, GA; Investment Advisor Representative; Advisory Services Offered; 120 hours per month spent during trading hours; Started 04/2019. Anglin Insurance Group, Inc.; Investment Related; Owner/Insurance Agent; Dahlonega, GA; Start Date 02/2025; Approximately 20 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-08 |
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