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Beth Rosner Conklin

Paces Ferry Wealth Advisors, LLC

Atlanta, GA

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Current Employers
Paces Ferry Wealth Advisors, Llc

2849 Paces Ferry Road Suite 660, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-02-15
  • GA RA
    APPROVED
    Since 2024-02-15

Branch Locations

2849 Paces Ferry Road Suite 660, Atlanta, GA 30339 • 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
Chappell Financial Group, Llc Atlanta GA 05/2012 01/2024
Paces Ferry Wealth Advisors, Llc Atlanta GA 01/2024 Present
Other Businesses

Robert M. Rosener, LLC. The business is not investment related. 4309 Village Oaks Lane, Dunwoody, GA 30338 Life & Disability insurance Agent January 2015 Zero hours I am listed as an agent on some insurance policies that my father sells as part of his business succession plan for when he is no longer workings.

Designations
Other Names
  • Beth Michelle Rosner
  • Beth Michelle Conklin

View on SEC IAPD

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