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Denay Jowell Gonzales

Rollins Financial Advisors, LLC

Atlanta, GA

CRD 6887098

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Employer firm

Rollins Financial Advisors, LLC CRD 312921

$1.59B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Rollins Financial Advisors, Llc

3343 Peachtree Road Ne Suite 500, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-02-10
  • GA RA
    APPROVED
    Since 2022-02-10

Branch Locations

3343 Peachtree Road Ne Suite 500, Atlanta, GA 30326 • 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
Rollins Financial, Inc. Atlanta GA 01/2016 03/2021
Rollins Financial Advisors, Llc Atlanta GA 04/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-02
  • S65 Uniform Investment Adviser Law Examination
    2022-02-02

View on SEC IAPD

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Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

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