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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-19 |
| TX | RA | APPROVED_RES | 2026-08-14 |
| GA | RA | APPROVED | 2018-08-30 |
Branch Locations
5 Concourse Parkway Suite 3000, Atlanta, GA 30328 • United States
3550 George Busbee Parkway Suite 450, Kennesaw, GA 30144 • United States
3235 Satelite Blvd Building 400, Suite 300, Duluth, GA 30096 • United States
10000 Avalon Boulevard Suite 760, Alpharetta, GA 30009 • United States
1775 Parker Rd Se Building C, Suite 210, Conyers, GA 30094 • United States
320 West Lanier Ave Suite 200, Fayetteville, GA 30214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors | Roswell | GA | 09/2016 | 10/2017 |
| Successful Retirement Inc. Dba Albertson Financial | Roswell | GA | 04/2013 | 05/2017 |
| Geiger Wealth Management, Inc. | Chicago | IL | 09/2017 | 08/2018 |
| Hoffman Financial Group | Atlanta | GA | 07/2018 | Present |
| Retirement Wealth Advisors | Atlanta | GA | 08/2018 | Present |
HOFFMAN FINANCIAL GROUP; INVESTMENT RELATED; 1200 ABERNATHY RD, SUITE 1700, ATLANTA, GA 30328; INSURANCE AND INVESTMENT ADVISORY SERVICES; ADVISOR; STARTED 07/2018; 240 HOURS/MONTH DEVOTED; 143 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; PROVIDE INSURANCE ANALYSIS, PRODUCT SALES, AND INVESTMENT ADVICE TO POST AND PRE RETIREES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-10 |
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