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4170 Ashford Dunwoody Rd. Suite 480, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-29 |
| TX | RA | APPROVED_RES | 2026-01-06 |
Branch Locations
4170 Ashford Dunwoody Rd. Suite 480, Atlanta, GA 30319 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | 01/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | 01/2026 |
| Magellan Planning Group, Inc. | Atlanta | GA | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-10-20 |
| S65 | Uniform Investment Adviser Law Examination | 2007-03-13 |
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