Judy T. Ross
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CRD#: 2392716
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Judy Thompson Ross, who also goes by Judy Edith Thompson, was a registered financial professional .
Judy is a previously registered financial professional and started their career in finance in 1993. Judy had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
What are your service offerings?
Trust & estate planning
Loans/credit services
Philanthropic services
Financial planning
Institutional consulting
Insurance
Executive services/Equity comp...
Trading individual securities
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
750K
Are you a "fiduciary"?
No
Aliases
Judy Edith Thompson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1)Name of Business: Consolidated Planning Corporation Address: 3201 S Cherokee Ln Ste 340, Woodstock, GA, 30188-7050, United States Activity Type: Independent RIA Position/Title: Independent Contractor Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (2)Name of Business: DeSoto Investors, LLC Address: 350 Thompson Farm Lane, Acworth, GA, 30102, United States Activity Type: Personal/Private Investment Position/Title: Investment Related: Yes Start Date: 12/10/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Family Thompson LLC Address: 350 Thompson Farm Lane, Acworth, GA, 30102, United States Activity Type: Agriculture/Farming Position/Title: Investment Related: No Start Date: 10/01/2000 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: Fulmine Investors, LLC Address: 350 Thompson Farm Lane, Acworth, GA, 30102, United States Activity Type: Personal/Private Investment Position/Title: Investment Related: Yes Start Date: 12/19/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5)Name of Business: HANMAR 4 Good LLC Address: 350 THompson Farm lane, Acworth, GA, 30102, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 02/10/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: this is a small commercial building which is currently rented to a non profit. I'm one of 4 members of the LLC and the others will keep insurance and taxes paid. (6)Name of Business: IBA, LLC Address: 350 Thompson Farm Lane, Acworth , GA, 30102, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/11/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: as sole owner/member rental properties - financial duties are required (7)Name of Business: Maxen Consulting Group, LLC Address: 350 Thompson Farm Lane, Acworth, GA, 30102, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: as sole owner, I oversee books and tax prep for LLC (8)Name of Business: South Cherokee Office Condos LLC Address: 350 Thompson Farm Lane, Acworth, GA, 30102, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/01/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I'm sole owner of a rental building so bill pay, taxes and usual financial duties are assumed.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
November 3, 2022 - October 28, 2025
CPC ADVISORS, LLC
RIA
CRD#: 111025
Woodstock, GA
Past
July 30, 2018 - January 13, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Woodstock, GA
Past
July 30, 2018 - October 23, 2025
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Woodstock, GA
Past
March 8, 2010 - August 7, 2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
WOODSTOCK, GA
Past
March 5, 2010 - August 7, 2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
WOODSTOCK, GA
Past
January 1, 2008 - March 8, 2010
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CANTON, GA
Past
January 1, 2008 - March 8, 2010
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CANTON, GA
Past
March 18, 2003 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
CANTON, GA
Past
April 11, 2001 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
CANTON, GA
Past
September 21, 1993 - August 18, 2000
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CPC ADVISORS, LLC
BELLARS HARRIS WEALTH MANAGEMENT | J. THOMPSON ROSS INVESTMENTS | CPC IMPACT INVESTMENTS | CPC IMPACT INVESTING | CPC CONSULTING SERVICES | CPC ADVISORS, LLC | CPC ADVISORS | CONSOLIDATED PLANNING CORPORATION | CONSOLIDATED PLANNING CORP
CRD#: 111025 / SEC#: 801-11913
RIA
Registered Investment Advisory firm - (8/6/1976 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
CA
CPC ADVISORS, LLC
BELLARS HARRIS WEALTH MANAGEMENT | J. THOMPSON ROSS INVESTMENTS | CPC IMPACT INVESTMENTS | CPC IMPACT INVESTING | CPC CONSULTING SERVICES | CPC ADVISORS, LLC | CPC ADVISORS | CONSOLIDATED PLANNING CORPORATION | CONSOLIDATED PLANNING CORP
CRD#: 111025 / SEC#: 801-11913
RIA
Registered Investment Advisory firm - (8/6/1976 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309
Mailing Address
Phone number
(404) 879-3000
Established
Firm type
Fiscal year end
# of Employees
34
SEC notice filing (31 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,696 |
| AUM (Assets Under Management) | $ 2,095,480,549 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
