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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-08 |
| GA | RA | APPROVED | 2018-04-27 |
Branch Locations
3550 George Busbee Parkway Suite 450, Kennesaw, GA 30144 • United States
5 Concourse Parkway Suite 3000, Atlanta, GA 30328 • United States
10000 Avalon Boulevard Suite 760, Alpharetta, GA 30009 • United States
320 West Lanier Ave Suite 200, Fayetteville, GA 30214 • United States
1775 Parker Rd Se Building C, Suite 210, Conyers, GA 30094 • United States
3235 Satelite Blvd Building 400, Suite 300, Duluth, GA 30096 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gf Investment Services, Llc | Sarasota | FL | 07/2014 | 04/2018 |
| Hoffman Financial Group A/K/A Hoffman Corporation | Alpharetta | GA | 04/2011 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 07/2014 | 04/2018 |
| Retirement Wealth Advisors | Alpharetta | GA | 04/2018 | Present |
| Taylor Capital Management Inc. | Atlanta | GA | 06/2018 | 06/2019 |
1) HOFFMAN FINANCIAL GROUP aka Hoffman Corporation INVESTMENT RELATED; 10000 AVALON BOULEVARD, SUITE 760, ALPHARETTA, GA 30009; INSURANCE AND INVESTMENT ADVISORY; OWNER; STARTED 04/2011; 240 HOURS HOURS/MONTH DEDICATED TO THE BUSINESS; ALL HOURS DEDICATED DURING SECURITIES TRADING HOURS; INSURANCE SALES AND INVESTMENT ADVISORY SERVICES OFFERED. 2) Financial AI; Non investment related; 4330 Bancroft Vly, Alpharetta, GA 30022; Administrative technology; Founder/President; Started 01/2022; 30 Hours/Month; 30 Hours/Month devoted during securities trading hours; Oversee day/day operations as Founder/President.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-14 |
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