Latoya K. Maddox

SNELLVILLE, GA 30078

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CRD#: 5232539

Professional summary

Latoya Krishawn Maddox, CFP®, who also goes by Latoya Maddox, Latoya Krishawn Parker, Latoya Krishawn Ware, was a registered financial advisor .

Latoya is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Latoya had worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Latoya Maddox | Latoya Krishawn Parker | Latoya Krishawn Ware

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) FINRA Arbitrator -2020 - Present FINRA (Financial Industry Regulatory Authority) Arbitrator Neutral ID: A32360. Non investment related, 5 hours per month. 2) INFINITY FINANCIAL, 400 GALLERIA PARKWAY SUITE 1500 ATLANTA, GA 30339, TAX PREPARATION, OWNER, 11/2005 TO PRESENT - NON-INVESTMENT RELATED. 10 HOURS A MONTH ALL DURING MARKET HOURS. 3) RS THOMAS TRAINING-PRE-LICENSE INSURANCE SCHOOL, TEACHER. NOT INVESTMENT RELATED. 400 GALLERIA PARKWAY SUITE 1500, ATLANTA, GA 30339. 10 HOURS A MONTH, ALL DURING TRADING HOURS. 01/2007-PRESENT. 4) Latoya Maddox is now a shareholder of Oakbridge Insuranc dba Phoenix Associates; Non-Investment Related: Location: 30062; Description of the business: Insurance Agency; Responsibilities Duties: Insurance Sales and Marketing; Start date with business: 1997-05-01; Hours devoted to business during trading hours: 160; Percentage of total yearly compensation expected to be derived from the business: 50; 5) Infinity Financial Wealth Management LLC, Manager 2330 Scenic Highway S, Sneville, GA 30078 Entity willeventually be a State RIA, based in Georgia. Investment related.

Blog Corner

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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

September 23, 2025 - Present

Office #1: 2330 Scenic Highway South, Snellville, GA 30078

SNELLVILLE, GA

Past

April 28, 2017 - September 24, 2025

NAMCOA

RIA

CRD#: 133978

Snellville, GA

Past

May 24, 2007 - May 4, 2017

WILBANKS SECURITIES, INC.

CRD#: 40673

ATLANTA, GA

Past

February 6, 2007 - May 4, 2017

WILBANKS SECURITIES ADVISORY

RIA

CRD#: 118304

ATLANTA, GA

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
(9/23/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/23/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/4/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/14/2007

General Securities Representative Examination

Current firm

No current employment

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.

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Latoya K. Maddox

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

NAMCOA

WILBANKS SECURITIES, INC.

WILBANKS SECURITIES ADVISORY

State Registrations and Notice Filings

Exams

Series 63

Date: 7/23/2007

SIE

Date: 5/4/2017

Series 7

Date: 5/14/2007

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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