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Current Employers
Legacy Planning Advisors, Llc

5400 Laurel Springs Parkway Suite 101, Suwanee, GA 30024 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-06-04
  • GA RA
    APPROVED
    Since 2026-06-04

Branch Locations

5400 Laures Springs Parkway Ste. 101, Suwanee, GA 30024 • 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
OrganizationCityStateFromTo
The Strategic Financial Alliance. Inc. Atlanta GA 04/2026 Present
Kona Ice Suwanee GA 05/2021 10/2025
Georgia College & State University Milledgeville GA 08/2021 05/2025
Georgia College & State University Milledgeville GA 08/2024 05/2025
Hebron Christian Academy Dacula GA 08/2007 05/2021
Woodlands Camp Cleveland GA 05/2023 08/2023
Enterprise Innovation Institute At Georgia Tech Atlanta GA 04/2024 08/2024
Ameriprise Financial Milledgeville GA 08/2024 04/2025
Legacy Planning Advisors, Llc. Suwanee GA 10/2025 Present
  • 04/2026 → Present
    The Strategic Financial Alliance. Inc.
    Atlanta, GA
  • 05/2021 → 10/2025
    Kona Ice
    Suwanee, GA
  • 08/2021 → 05/2025
    Georgia College & State University
    Milledgeville, GA
  • 08/2024 → 05/2025
    Georgia College & State University
    Milledgeville, GA
  • 08/2007 → 05/2021
    Hebron Christian Academy
    Dacula, GA
  • 05/2023 → 08/2023
    Woodlands Camp
    Cleveland, GA
  • 04/2024 → 08/2024
    Enterprise Innovation Institute At Georgia Tech
    Atlanta, GA
  • 08/2024 → 04/2025
    Ameriprise Financial
    Milledgeville, GA
  • 10/2025 → Present
    Suwanee, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-28
  • S66 Uniform Combined State Law Examination
    2026-05-28

View on SEC IAPD

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