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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-09-27 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
10000 Avalon Blvd, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors | Wheaton | IL | 09/2022 | Present |
| Impact Parnership | Kennesaw | GA | 01/2012 | 07/2022 |
| Hoffman Financial Group | Alpharetta | GA | 09/2022 | Present |
Hoffman Financial Group, 9/16/22, 10000 Avalon Boulevard Alpharetta, GA 30009, Using FIAs and Life Insurance as part of financial planning for clients, 30-50 hours a month, earn partial commissions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-10 |
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