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Advisor at HENSSLER FINANCIAL
KENNESAW, 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 |
|---|---|---|---|---|---|---|
| HENSSLER FINANCIAL | Independent wealth | May 21, 2021 | n/a | yes | KENNESAW, GA | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Dec 9, 2015 | May 27, 2016 | no | ATLANTA, GA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jun 24, 2003 | Aug 17, 2015 | no | Atlanta, GA|ATLANTA, GA|Atlanta, GA|Sandy Springs, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | HENSSLER FINANCIAL | May 27, 2016 | May 21, 2021 | 1,820 | Firm change after gap | Ibd to RIA |
| CHARLES SCHWAB & CO., INC. | STRATEGIC ADVISERS LLC | Aug 17, 2015 | Dec 9, 2015 | 114 | Firm change | Ibd to ibd |