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Core Planning CRD 154660
$525M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
706 N Main St, Ofallon, MO 63366 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-31 |
Branch Locations
Alpharetta, GA • United States
706 N Main St, Ofallon, MO 63366 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Core Planning Llc | Alpharetta | GA | 06/2026 | Present |
| Bubble Rock Advisors, Llc | Alpharetta | GA | 11/2022 | Present |
| Windham Brannon Pc | Atlanta | GA | 08/2021 | 11/2022 |
| Brady Ware | Alpharetta | GA | 01/2019 | 08/2021 |
| Georgia Southern University | Statesboro | GA | 01/2014 | 12/2018 |
| Schell & Hogan | St Simons | GA | 01/2018 | 04/2018 |
| Blaine Jacob Inc | Statesboro | GA | 01/2014 | 01/2018 |
Owner of Bubble Rock Advisors, providing tax and accounting services to individuals and businesses. Started November 2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-03 |
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