DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at GEORGIA WEALTH PARTNERS, LLC
GRIFFIN, 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 |
|---|---|---|---|---|---|---|
| GEORGIA WEALTH PARTNERS, LLC | Independent wealth | Jul 15, 2021 | n/a | yes | GRIFFIN, GA | Current employment |
| THE STRATEGIC FINANCIAL ALLIANCE | Bd affiliated wealth | Jul 29, 2010 | Jul 15, 2021 | no | GAINESVILLE, GA|GRIFFIN, GA | Previous registration |
| ONEAMERICA SECURITIES, INC. | Bd affiliated wealth | Aug 8, 2007 | Jul 16, 2010 | no | Peachtree Corners, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE STRATEGIC FINANCIAL ALLIANCE | GEORGIA WEALTH PARTNERS, LLC | Jul 15, 2021 | Jul 15, 2021 | 0 | Firm change | Ibd to RIA |
| ONEAMERICA SECURITIES, INC. | THE STRATEGIC FINANCIAL ALLIANCE | Jul 16, 2010 | Jul 29, 2010 | 13 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 126514:314602:GA:2021-07-15 | Jul 15, 2021 | Jul 15, 2021 | GRIFFIN, GA | Firm change |