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1033 Canton Street, Roswell, GA 30075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-04-08 |
| GA | RA | APPROVED | 2014-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Roswell | GA | 08/2006 | Present |
| Commonwealth Financial Planners Inc. | Roswell | GA | 02/2006 | Present |
| Commonwealth Financial Planners Inc. | Roswell | GA | 02/2006 | Present |
| Rotary Club Of Roswell | Roswell | GA | 07/2025 | Present |
(1) Name of Business: CommonWealth Financial Planners Inc. Address: 1033 Canton St, Roswell, GA, 30075, United States Activity Type: Independent RIA Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/31/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: CCO, office management, financial planning & asset management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-21 |
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