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Bancy Philip

Soar Financial LLC

Murfreesboro, TN

Alpharetta, GA

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Current Employers
Soar Financial Llc

2602 Merchants Walk Suite A, Murfreesboro, TN 37128 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-17
GA RA APPROVED 2023-02-13
  • TX RA
    APPROVED
    Since 2024-05-17
  • GA RA
    APPROVED
    Since 2023-02-13

Branch Locations

2602 Merchants Walk Suite A, Murfreesboro, TN 37128 • United States

6495 Shiloh Rd Suite 220, Alpharetta, GA 30005 • 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
Soar Financial Llc Murfreesboro TN 01/2023 Present
Cititax Associates Alpharetta GA 06/2020 Present
Equifax Atlanta GA 06/2000 03/2020
  • 01/2023 → Present
    Soar Financial Llc
    Murfreesboro, TN
  • 06/2020 → Present
    Cititax Associates
    Alpharetta, GA
  • 06/2000 → 03/2020
    Equifax
    Atlanta, GA
Other Businesses

CITITAX ASSOCIATES; INV REL; PARTNER/CPA; TAX AND ACCOUNTING SERVICES; ALPHARETTA, GA; 180 HRS/MO SPENT IN THIS PRACTICE; START 06/2020.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-14
  • S65 Uniform Investment Adviser Law Examination
    2023-01-14

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.

Other Investors

TREY GOODMAN HELTON
Nicholas Anthony Mitchell
MICHAEL JOHN HULL
LORI ANNE CUNEO
JOHN BENJAMIN PHILLIPS
CRAIG HARRISON MILLER
Brennan Charles McGaughy
Corey Andrew Garner

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Murfreesboro, TN
EDWARD JONES · MURFREESBORO, TN
HULL WEALTH MANAGEMENT · MURFREESBORO, TN
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MURFREESBORO, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Murfreesboro, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Murfreesboro, TN
TRUIST ADVISORY SERVICES, INC. · MURFREESBORO, TN
AMERIPRISE FINANCIAL SERVICES, LLC · MURFREESBORO, TN

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