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Cpc Advisors, LLC CRD 111025
$1.68B regulatory AUM 9 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-14 |
| VA | RA | APPROVED | 2022-11-09 |
| TX | RA | APPROVED | 2022-11-08 |
| GA | RA | APPROVED | 2022-11-03 |
Branch Locations
3201 S. Cherokee Lane Suite 340, Woodstock, GA 30188-7050 • United States
1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Woodstock | GA | 03/2010 | 07/2018 |
| Raymond James Financial Services, Inc. | Woodstock | GA | 07/2018 | Present |
| Raymond James Financial Services Advisors, Inc | Woodstock | GA | 07/2018 | 11/2022 |
| J Thompson Ross Investments | Woodstock | GA | 03/2010 | 03/2025 |
| Consolidated Planning Corporation | Woodstock | GA | 11/2022 | 10/2025 |
| Cpc Advisors Llc | Woodstock | GA | 10/2022 | Present |
| Cpc Advisors, Llc | Woodstock | GA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-20 |
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