Inactive

Christopher Shiflett

Dalton Wealth Planners

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Current Employers

Dalton Wealth Planners

1203 Broadrick Dr. Suite 200, Dalton, GA 30720 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-05-22
GA	RA	APPROVED	2025-05-05

FL RA
APPROVED

Since 2026-05-22
GA RA
APPROVED

Since 2025-05-05

Branch Locations

1203 Broadrick Dr. Suite 200, Dalton, GA 30720 • 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

Organization	City	State	From	To
Dalton Wealth Planners, Llc	Dalton	GA	12/2024	Present
Northside Bank	Adairsville	GA	03/2012	10/2016
C&A Investment Properties, Llc	Dalton	GA	01/2012	10/2020
Builtwell Bank	Dalton	GA	10/2016	10/2023
North Georgia National Bank	Calhoun	GA	10/2023	06/2025

12/2024 → Present

Dalton Wealth Planners, Llc

Dalton, GA
03/2012 → 10/2016

Northside Bank

Adairsville, GA
01/2012 → 10/2020

C&A Investment Properties, Llc

Dalton, GA
10/2016 → 10/2023

Builtwell Bank

Dalton, GA
10/2023 → 06/2025

North Georgia National Bank

Calhoun, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-02-25

S65 Uniform Investment Adviser Law Examination

2025-02-25

View on SEC IAPD

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