CP
Christopher R. Piland
GEORGIA WEALTH PARTNERS
Griffin, GA 30224
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CRD#: 4168815
CP
Professional summary
Christopher Rodney Piland is a registered financial advisor currently at GEORGIA WEALTH PARTNERS, LLC located in Griffin, Georgia.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Christopher has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) U.S. Army Reserve, Fort Douglas Salt Lake City, UT, Not investment Related. Army Reserve, Brigadier General, Start Date 05/1989 (current assignment 01/2009), 40 hours per month devoted, 20 hours per month devoted during securities trading , duties involve project management. 2) Teaspoon LLC, investment related, 1857 W. McIntosh Road, Grifin, GA 30224, Commercial Rental Property owned for rental income, 50% partner and owner, 03/2020, 10 hours per month devoted, 10 hours per month devoted during securities trading, rental income 3) Lewis & Wallace Associates, investment related, 1857 W. McIntosh Road, Griffin, GA 30224, Fixed insurance and P&C insurance, Agent, 08/2018, 40 hours per month devoted, 30 hours per month devoted during securities trading, P&C and fixed insurance sales. 4)3) GWP INSURANCE SERVICES, LLC, INVESTMENT RELATED, FIXED INSURANCE SALES, AGENT, INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
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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
Current
October 28, 2022 - Present
GEORGIA WEALTH PARTNERS, LLC
Office #1: 318 S. Hill Street Suite 200, Griffin, GA 30224RIA
CRD#: 314602
Griffin, GA
Past
February 2, 2009 - October 21, 2022
HBW ADVISORY SERVICES LLC
RIA
CRD#: 143665
GRIFFIN, GA
Past
August 13, 2008 - December 31, 2011
HBW SECURITIES LLC
BD
CRD#: 136959
GRIFFIN, GA
Past
January 2, 2008 - July 18, 2008
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Past
June 5, 2000 - December 31, 2007
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
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".
GW
GEORGIA WEALTH PARTNERS, LLC
GEORGIA WEALTH PARTNERS, LLC
CRD#: 314602 / SEC#: 801-128055
RIA
Registered Investment Advisory firm - (6/6/2023 Approved)Georgia
Registered Investment Advisory firm - (8/3/2023 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(10/28/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
GW
GEORGIA WEALTH PARTNERS, LLC
GEORGIA WEALTH PARTNERS, LLC
CRD#: 314602 / SEC#: 801-128055
RIA
Registered Investment Advisory firm - (6/6/2023 Approved)Georgia
Registered Investment Advisory firm - (8/3/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
318 S. Hill Street Suite 200, Griffin, GA 30224
Mailing Address
P.o. Drawer F, Griffin, GA 30224
Phone number
(678) 510-5280
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 685 |
| AUM (Assets Under Management) | $ 137,219,826 |
Red Flags
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Company Information
GEORGIA WEALTH PARTNERS, LLC
CRD#: 314602Griffin, GA 30224TRUST BUT VERIFY
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