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Georgia Wealth Partners, LLC CRD 314602
$157M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
318 S. Hill Street Suite 200, Griffin, GA 30224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-07-15 |
Branch Locations
318 S. Hill Street Suite 200, Griffin, GA 30224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 06/2010 | 07/2021 |
| Georgia Wealth Partners | Griffin | GA | 11/2013 | Present |
| Georgia Wealth Partners, Llc | Griffin | GA | 07/2021 | Present |
1) FIXED INSURANCE - INVESTMENT RELATED. GRIFFIN ,GA. FIXED INSURANCE AND ANNUITY SALES. AGENT. 01/2016. 10 HOURS/MONTH, 5 DURING TRADING. AGENT 2) FIRST BAPTIST CHURCH, NOT INVESTMENT RELATED, GRIFFIN, GA, DEACON AND MEMBER TO GRIFFIN FOUNDATION COMMITTEE OF FIRST BAPTIST CHURCH 3) GWP INSURANCE SERVICES, LLC, INVESTMENT RELATED, FIXED INSURANCE SALES, OWNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-22 |
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