Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-03-21
  • GA RA
    APPROVED
    Since 2024-03-21

Branch Locations

2300 Windy Ridge Parkway Suite 150-S, Atlanta, GA 30339 • 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
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
  • 02/2016 → 10/2016
    Investors Capital Corporation
    Lynnfield, MA
  • 02/2016 → 12/2024
    Atlanta Planning Group
    Atlanta, GA
  • 10/2016 → 12/2024
    Cetera Advisors Llc
    Denver, CO
  • 08/2023 → Present
    Statewood Advisors Financial Planning, Llc
    Atlanta, GA
  • 03/2024 → Present
    Schaumburg, IL
  • 12/2024 → Present
    Cetera Investment Services Llc
    Atlanta, GA
Previous Registrations
  • 2017-06-21 → 2024-03-21
    Cetera Advisors Llc
    Atlanta, GA
    Atlanta, GA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-05
S63 Uniform Securities Agent State Law Examination 2000-04-28
  • S65 Uniform Investment Adviser Law Examination
    2017-06-05
  • S63 Uniform Securities Agent State Law Examination
    2000-04-28
Designations
Other Names
  • Debra Pearl Donaldson
  • Debra Donaldson Hendrix
  • Debra Donaldson Scott
  • Debra D Scott

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor