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John Sidney Peterson

Corners Financial Planning, LLC

Peachtree Corners, GA

CRD 5558533

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Employer firm

Corners Financial Planning, LLC CRD 298700

$2.45M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Corners Financial Planning, Llc

5425 Peachtree Parkway, Peachtree Corners, GA 30092 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2018-11-13
  • GA RA
    APPROVED
    Since 2018-11-13

Branch Locations

5425 Peachtree Parkway, Peachtree Corners, GA 30092 • 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
Dempsey Financial Network Atlanta GA 07/2008 Present
Dempsey & Associates Inc Atlanta GA 06/2004 Present
Corners Financial Planning, Llc Peachtree Corners GA 10/2018 Present
  • 07/2008 → Present
    Dempsey Financial Network
    Atlanta, GA
  • 06/2004 → Present
    Dempsey & Associates Inc
    Atlanta, GA
  • 10/2018 → Present
    Corners Financial Planning, Llc
    Peachtree Corners, GA
Other Businesses

FIXED INSURANCE SALES WITH DEMPSEY & ASSOCIATES; ATLANTA, GA; SINCE 2004; 160 HOURS/MO DURING TRADING HOURS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-11-19
  • S63 Uniform Securities Agent State Law Examination
    2008-11-19
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
W&S BROKERAGE SERVICES, INC.

Nearby Investors

DANIEL HOWARD BARRACLIFF
MARK PERDUE MILLER
RONALD JOSEPH HUCK

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Peachtree Corners, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Norcross, GA
LPL FINANCIAL LLC · PEACHTREE CORNERS, GA

More in Peachtree Corners, GA

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