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Athens, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-22 |
| GA | RA | APPROVED | 2022-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smith & Howard Wealth Management, Llc | Atlanta | GA | 05/2015 | 07/2018 |
| Nova Wealth Management Group, Llc | Atlanta | GA | 07/2018 | 02/2020 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 03/2020 | 05/2022 |
| Arch Financial Planning, Llc | Athens | GA | 04/2022 | Present |
| Blend Financial Inc. Dba Origin Financial | Boston | MA | 04/2022 | 07/2023 |
Cecil Staton has worked as a Financial Planner at Origin Financial since May, 2022. This activity accounts for approximately 20% of their time during trading hours. ARCH FINANCIAL PLANNING, LLC / INVESTMENT RELATED / ATHENS, GA / REGISTERED INVESTMENT ADVISOR / PRESIDENT / APR 2022 / 160 HOURS PER MONTH / 80% DURING TRADING HOURS.
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