DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at PARK SQUARE FINANCIAL GROUP LLC
Buford, GA | ROSWELL, 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 |
|---|---|---|---|---|---|---|
| PARK SQUARE FINANCIAL GROUP LLC | Independent wealth | Oct 11, 2024 | n/a | yes | Buford, GA|ROSWELL, GA | Current employment |
| CSENGE ADVISORY GROUP, LLC | Independent wealth | Aug 1, 2023 | Sep 18, 2024 | no | CLEARWATER, FL|Buford, GA | Previous registration |
| GARY BURGER INVESTMENTS, LLC | n/a | Apr 22, 2008 | Aug 2, 2023 | no | BUFORD, GA | Previous registration |
| AMERICAN WEALTH MANAGEMENT, INC. | Independent wealth | Sep 27, 2006 | May 12, 2011 | no | ALPHARETTA, GA|BUFORD, GA|Alpharetta, GA|BUFORD, GA|BUFORD, GA|BUFORD, GA|BUFORD, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CSENGE ADVISORY GROUP, LLC | PARK SQUARE FINANCIAL GROUP LLC | Sep 18, 2024 | Oct 11, 2024 | 23 | Firm change | RIA to new firm |
| GARY BURGER INVESTMENTS, LLC | CSENGE ADVISORY GROUP, LLC | Aug 2, 2023 | Aug 1, 2023 | -1 | Firm change | Other |
| AMERICAN WEALTH MANAGEMENT, INC. | GARY BURGER INVESTMENTS, LLC | May 12, 2011 | Apr 22, 2008 | -1,115 | Firm change after gap | Other |