Stephen Dale Anderson

Current Employers

Cfs Wealth Management

1515 Bass Road Suite D, Macon, GA 31210 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2008-03-31

GA RA
APPROVED

Since 2008-03-31

Branch Locations

1515 Bass Road Suite D, Macon, GA 31210 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Cfs Wealth Management, Llc	Macon	GA	05/2005	Present
Purshe Kaplan Sterling Investments	Albany	NY	12/2005	Present

05/2005 → Present

Cfs Wealth Management, Llc

Macon, GA
12/2005 → Present

Purshe Kaplan Sterling Investments

Albany, NY

Previous Registrations

2008-03-03 → 2008-06-16

Chapman Financial Services, Llc

Macon, GA

Macon, GA
2005-12-07 → 2008-03-14

Cfs Wealth Management

Macon, GA
2003-03-13 → 2005-11-11

Lpl Financial Llc

Warner Robins, GA

Other Businesses

(1)CFS Wealth Management. Investment Related. 1515 Bass Road, Suite D, Macon GA 31210. RIA. IAR. Start 5/2005. 160 hours per month, 130 during trading. Advisor Representative. (2)INSURANCE business under CFS Wealth Management, investment related, 1515 Bass Rd., Suite D, Macon, GA 31210: Agent, start date 12/05; 1 hr per month, during trading hours. Insurance related. (3)PKS Financial. Investment Related. 80 State Street, Albany NY 12207. Insurance. Agent. Start 12/2005.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1994-08-18

S63 Uniform Securities Agent State Law Examination

1994-08-18

View on SEC IAPD

Current Employers

Cfs Wealth Management

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

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