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RIA / WealthAdvisor29 years in industry

JAMES PARNICK JENNINGS

Advisor at UNITY FINANCIAL PLANNING GROUP LLC

KENNESAW, GA

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Search this name across graphsid dfx:ria:9c40406e-4389-606b-e68b-edc2537fe13d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 22, 2009 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: UNITY FINANCIAL PLANNING GROUP LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 19, 2009
First registration: Jan 22, 2009
Dual registered: no
Other names: PARNICK JENNINGS|JAMES PARNICK JENNINGS|JAMES PARNICK JENNINGS
IAPD individual key: 5615652

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
UNITY FINANCIAL PLANNING GROUP LLC	State registered	Mar 17, 2026	n/a	yes	KENNESAW, GA	Current employment
SILVER OAK SECURITIES, INC.	Bd affiliated wealth	Dec 3, 2014	Apr 13, 2026	no	CARTERSVILLE, GA\|JACKSON, TN\|JACKSON, TN\|Alpharetta, GA\|Carterville, GA\|Knoxville, TN\|Lawrenceville, GA	Previous registration
RESOURCE HORIZONS INVESTMENT ADVISORY, INC.	Former SEC adviser	Jul 12, 2011	Dec 31, 2014	no	CARTERSVILLE, GA\|CARTERSVILLE, GA\|CARTERSVILLE, GA	Previous registration
ONEAMERICA SECURITIES, INC.	Bd affiliated wealth	Jun 7, 2011	Jul 5, 2011	no	Peachtree Corners, GA\|CARTERSVILLE, GA	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Jan 22, 2009	Apr 25, 2011	no	ATLANTA, GA\|CARTERSVILLE, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SILVER OAK SECURITIES, INC.	UNITY FINANCIAL PLANNING GROUP LLC	Apr 13, 2026	Mar 17, 2026	-27	Firm change	Ibd to state RIA
RESOURCE HORIZONS INVESTMENT ADVISORY, INC.	SILVER OAK SECURITIES, INC.	Dec 31, 2014	Dec 3, 2014	-28	Firm change	Other
ONEAMERICA SECURITIES, INC.	RESOURCE HORIZONS INVESTMENT ADVISORY, INC.	Jul 5, 2011	Jul 12, 2011	7	Firm change	Other
NFP ADVISOR SERVICES, LLC	ONEAMERICA SECURITIES, INC.	Apr 25, 2011	Jun 7, 2011	43	Firm change	Other

Relationships

Registered with (5)

→ UNITY FINANCIAL PLANNING GROUP LLCRegistered adviserregistration: current employment
Mar 17, 2026 to presentfactForm ADV
→ SILVER OAK SECURITIES, INC.Registered adviserregistration: previous registration
Dec 3, 2014 to Apr 13, 2026factForm ADV
→ RESOURCE HORIZONS INVESTMENT ADVISORY, INC.Registered adviserregistration: previous registration
Jul 12, 2011 to Dec 31, 2014factForm ADV
→ ONEAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
Jun 7, 2011 to Jul 5, 2011factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Jan 22, 2009 to Apr 25, 2011factForm ADV

Dated events

Occurred
Apr 13, 2026
Advisor changed firm
James Parnick Jennings left Silver Oak Securities, Inc. for Unity Financial Planning Group Llc (registered 2026-03-17)
Form ADVobserved 5 days ago