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David Edward Barfield

Datapoint Financial Planning, LLC

Canton, GA

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Current Employers
Datapoint Financial Planning, Llc

Canton, GA • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-07
LA RA APPROVED 2024-02-16
GA RA APPROVED 2021-12-08
  • FL RA
    APPROVED
    Since 2024-06-07
  • LA RA
    APPROVED
    Since 2024-02-16
  • GA RA
    APPROVED
    Since 2021-12-08

Branch Locations

Canton, GA • 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
Fiserv Alpharetta GA 05/2016 01/2021
Chastain Wealth Management Atlanta GA 01/2021 01/2022
Datapoint Financial Planning, Llc Canton GA 07/2021 Present
  • 05/2016 → 01/2021
    Fiserv
    Alpharetta, GA
  • 01/2021 → 01/2022
    Chastain Wealth Management
    Atlanta, GA
  • 07/2021 → Present
    Datapoint Financial Planning, Llc
    Canton, GA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-09-29
  • S63 Uniform Securities Agent State Law Examination
    1993-09-29
Designations

View on SEC IAPD

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