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Riverside, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-09 |
| CT | RA | APPROVED | 2026-02-05 |
| TX | RA | APPROVED_RES | 2026-02-05 |
Branch Locations
2970 Clairmont Rd Ste 940, Brookhaven, GA 30329 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Asset Advisory Services, Llc | Haslett | MI | 08/2013 | 02/2026 |
| Scarlet Oak Financial Services | Atlanta | GA | 04/2015 | Present |
| Social Security Benefit Planners | Atlanta | GA | 01/2016 | Present |
| Tuttle Wealth Partners Llc | Riverside | CT | 02/2026 | Present |
(1) SCARLET OAK FINANCIAL SERVICES, INVESTMENT RELATED, 2970 CLAIRMONT ROAD, SUITE 940, BROOKHAVEN, GEORGIA, 30329, LIFE INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY, AGENT, START DATE: 11/08/2011, APPROXIMATE NUMBER OF HOUR/MONTH: 25-40, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 25-40, DUTIES: LIFE, HEALTH, DI, LTC, ANNUITIES. (2) SOCIAL SECURITY BENEFIT PLANNERS, NOT INVESTMENT RELATED, 2970 CLAIRMONT ROAD, SUITE 940, BROOKHAVEN, GEORGIA, 30329, SOCIAL SECURITY BENEFIT PLANNING, CEO, START DATE: 1/1/2016, NUMBER OF HOURS PER MONTH DEVOTED TO THE OTHER BUSINESS: 10-15 HOURS, NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING TRADING HOURS: 5-10 HOUR, MARKETING MANAGEMENT AND TRAINING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-14 |
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