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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-03-21 |
Branch Locations
2300 Windy Ridge Parkway Suite 150-S, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investors Capital Corporation | Lynnfield | MA | 02/2016 | 10/2016 |
| Atlanta Planning Group | Atlanta | GA | 02/2016 | 12/2024 |
| Cetera Advisors Llc | Denver | CO | 10/2016 | 12/2024 |
| Statewood Advisors Financial Planning, Llc | Atlanta | GA | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
| Cetera Investment Services Llc | Atlanta | GA | 12/2024 | Present |
1. ONWER OF STATEWOOD ADVISORS FINANCIAL PLANNING LLC; USED FOR TAX REPORTING PURPOSES. 2. TRUSTEE OF RUBY WOODS FARM REVOCABLE TRUST; OWNS LAND, MAINTAINS PROPERTY, RENTS LAND FOR AGRICULTURAL USE. 3. BOARDMEMBER AND DEACON OF PEACHTREE CHRISTIAN CHURCH; PARTICIPATION IN CHURCH SERVICES; 5 HRS/WK 4. NEDESCO PROPERTIES LLC, INVESTMENT PROPERTY OWNERSHIP; 5. STATEWOOD SOUTH LLC, SHORT TERM RENTAL INVESTMENT PROPERTY,100% OWNER; 6. AUTHORSHIP/WRITING PROJECTS, 100% OWNER, 0.25/HRS/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-28 |
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