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Bradley Smith Hilton

Sonas Financial Planning

Atlanta, GA

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Current Employers
Sonas Financial Planning

4514 Chamblee Dunwoody Road Suite 307, Atlanta, GA 30338 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-05-11
  • GA RA
    APPROVED
    Since 2022-05-11

Branch Locations

4514 Chamblee Dunwoody Road Suite 307, Atlanta, GA 30338 • 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
Modera Wealth Management, Llc Westwood NJ 01/2017 04/2022
Wells Fargo Private Bank Atlanta GA 03/2015 01/2017
Sonas Financial Planning, Llc Atlanta GA 04/2022 Present
  • 01/2017 → 04/2022
    Modera Wealth Management, Llc
    Westwood, NJ
  • 03/2015 → 01/2017
    Wells Fargo Private Bank
    Atlanta, GA
  • 04/2022 → Present
    Sonas Financial Planning, Llc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-11
  • S66 Uniform Combined State Law Examination
    2011-07-11
Designations

View on SEC IAPD

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RBC CAPITAL MARKETS, LLC · Atlanta, GA
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