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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-09 |
| CA | RA | APPROVED | 2026-05-12 |
| NC | RA | APPROVED | 2026-05-12 |
| WI | RA | APPROVED | 2026-05-12 |
| GA | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED_RES | 2026-04-13 |
Branch Locations
200 Galleria Pkwy Se Suite 595, 5Th Floor, Atlanta, GA 30339 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Crown Financial Marketing | Rydal | GA | 08/2021 | Present |
| Chandler Wealth Management | Rydal | GA | 08/2019 | Present |
| Vertical Vision Financial Marketing | Kennesaw | GA | 08/2015 | 08/2019 |
| Cs Planning Corp. | Rydal | GA | 08/2022 | 04/2026 |
| Integrity Advisory Solutions | Urbandale | IA | 04/2026 | Present |
1) CROWN FINANCIAL MARKETING POSITION: Owner NATURE: We are an insurance wholesale marketing firm. We train and offer annuity and life ins products to our advisors. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 08/01/2021 ADDRESS: 21 Saratoga Drive, Rydal GA 30171, United States DESCRIPTION: We offer life and annuity products to advisors who are contracted under crown. 2) CHANDLER WEALTH MANAGEMENT POSITION: Owner NATURE: We offer fixed indexed annuity and life insurance products to our clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2019 ADDRESS: 21 Saratoga Drive, Rydal GA 30171, United States DESCRIPTION: I offer safe investments to our clients including fixed indexed annuities and life ins.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-21 |
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