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Advisor at MAGELLAN PLANNING GROUP
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MAGELLAN PLANNING GROUP | Independent wealth | Jan 12, 2026 | n/a | yes | ATLANTA, GA | Current employment |
| BEY-DOUGLAS, LLC INVESTMENT COUNSEL | Independent wealth | Nov 20, 2012 | Jan 7, 2026 | no | MARIETTA, GA | Previous registration |
| SUMMIT WEALTH MANAGEMENT, INC | Former SEC adviser | May 16, 2011 | Dec 12, 2012 | no | ATLANTA, GA | Previous registration |
| LANDMARK CAPITAL MANAGEMENT, INC | n/a | Feb 13, 2004 | Dec 31, 2007 | no | MARIETTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BEY-DOUGLAS, LLC INVESTMENT COUNSEL | MAGELLAN PLANNING GROUP | Jan 7, 2026 | Jan 12, 2026 | 5 | Firm change | RIA to new firm |
| SUMMIT WEALTH MANAGEMENT, INC | BEY-DOUGLAS, LLC INVESTMENT COUNSEL | Dec 12, 2012 | Nov 20, 2012 | -22 | Firm change | Other |
| LANDMARK CAPITAL MANAGEMENT, INC | SUMMIT WEALTH MANAGEMENT, INC | Dec 31, 2007 | May 16, 2011 | 1,232 | Firm change after gap | Other |