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Park Square Financial Group LLC CRD 332268
$219M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
55 Park Square Ste 103, Roswell, GA 30075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-02-06 |
Branch Locations
1800 Providence Park Suite 200, Birmingham, AL 35242 • United States
55 Park Square Ste 103, Roswell, GA 30075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wesban Financial Consultants, P.C. | Birmingham | AL | 01/2001 | Present |
| Wesban Financial Consultants, P.C. | Birmingham | AL | 05/2001 | Present |
| Little Whiskers Rescue Ranch | Birmingham | AL | 08/2024 | Present |
| Park Square Financial Group Llc | Roswell | GA | 01/2026 | Present |
Trinity Counseling, Inc.; Not Investment Related; Birmingham, AL; Counseling; Board of Directors; Meet 2-3 times per year. Little Whiskers Rescue Ranch; Not Investment Related; Birmingham, AL; Charity; Rescue Kittens and adult cats; President; No time spent on this activity; Started 08/2024.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-05-13 |
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