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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 5, 2026 | n/a | yes | ATLANTA, GA | Current employment |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Mar 22, 2023 | Dec 31, 2025 | no | Atlanta, GA | Previous registration |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | Jun 9, 2021 | Jun 29, 2023 | no | ATLANTA, GA | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jan 7, 2009 | Jun 9, 2021 | no | ATLANTA, GA|ATLANTA, GA|Windsor, CT|CLEVELAND, GA | Previous registration |
| OPTIMUM WEALTH MANAGEMENT, LLC | Former SEC adviser | Jun 1, 2006 | Apr 16, 2009 | no | WOODSTOCK, GA | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | n/a | Apr 3, 2003 | Dec 22, 2008 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | MAGELLAN PLANNING GROUP | Dec 31, 2025 | Jan 5, 2026 | 5 | Firm change | Ibd to new firm |
| CETERA ADVISOR NETWORKS LLC | CETERA INVESTMENT ADVISERS LLC | Jun 29, 2023 | Mar 22, 2023 | -99 | Bulk transfer | Ibd to ibd |
| VOYA FINANCIAL ADVISORS, INC. | CETERA ADVISOR NETWORKS LLC | Jun 9, 2021 | Jun 9, 2021 | 0 | Firm change | Ibd to ibd |
| OPTIMUM WEALTH MANAGEMENT, LLC | VOYA FINANCIAL ADVISORS, INC. | Apr 16, 2009 | Jan 7, 2009 | -99 | Firm change after gap | Other |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | OPTIMUM WEALTH MANAGEMENT, LLC | Dec 22, 2008 | Jun 1, 2006 | -935 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105644:338739:GA:2025-12-31 | Dec 31, 2025 | Jan 5, 2026 | ATLANTA, GA | Firm change |