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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-09 |
| GA | RA | APPROVED | 2022-05-06 |
Branch Locations
3550 George Busbee Parkway Suite 450, Kennesaw, GA 30144 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
10000 Avalon Blvd Suite 760, Alpharetta, GA 30009 • United States
5 Concourse Parkway Suite 3000, Atlanta, GA 30328 • United States
3235 Satellite Boulevard Building 400, Suite 300, Duluth, GA 30096 • 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors, Llc | Grand Rapids | MI | 04/2022 | Present |
| Hoffman Financial Group | Alpharetta | GA | 12/2019 | Present |
| Live Nation Entertainment | Atlanta | GA | 05/2019 | 12/2019 |
| College Student | Gainesville | FL | 08/2015 | 05/2019 |
| Hoffman Financial Group | Atlanta | GA | 05/2017 | 08/2017 |
| Enterprise Rent A Car | Roswell | GA | 05/2018 | 08/2018 |
Hoffman Financial Group It is investment related 10000 Avalon Blvd Alpharetta GA 30009 Retirement Planning/Investment Company Client Services Manager (Soon to be IAR) I work with Chris Hoffman and other Advisors at the firm I started on 12/5/2019 I work about 200 hours per month right now I work about 6.5 total hours during trading hours I perform all client services, including all client requests. I build out presentations to be shown to prospects. I perform client portfolio analysis and lastly, I make sure clients get there quarterly reviews.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-11 |
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