Sarah A. Wilson

PARK SQUARE FINANCIAL GROUP LLC

ROSWELL, GA 30075

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CRD#: 7219675

Professional summary

Sarah Amelia Wilson, who also goes by Sarah Amelia Sheets, Amelia Wilson, is a registered financial advisor currently at PARK SQUARE FINANCIAL GROUP LLC located in Roswell, Georgia.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Sarah has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sarah Amelia Sheets | Amelia Wilson

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) BROAD CITY EVENTS; NON-INVESTMENT RELATED; 345 E. BROAD STREET, ATHENS, GA 30601; EVENTS/CATERING; BARTENDER/CATERER; 05/2021; APPROX. 8-24 HOURS PER MONTH DURING NON-TRADING HOURS; ASSIST WITH EVENTS - CATERING, BARTENDING, ETC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Amelia Wilson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 20, 2024 - Present

PARK SQUARE FINANCIAL GROUP LLC

Office #1: 55 Park Square Ste 103, Roswell, GA 30075

RIA

CRD#: 332268

ROSWELL, GA

Past

August 2, 2024 - October 29, 2024

CSENGE ADVISORY GROUP, LLC

RIA

CRD#: 131167

ROSWWELL, GA

Past

April 27, 2023 - July 31, 2024

CULBRETH WEALTH MANAGEMENT

RIA

CRD#: 325196

DACULA, GA

Past

January 25, 2022 - May 8, 2023

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

DACULA, GA

Past

September 1, 2021 - May 8, 2023

EQUITABLE ADVISORS, LLC

CRD#: 6627

DACULA, 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".

PARK SQUARE FINANCIAL GROUP LLC

PARK SQUARE | PARK SQUARE FINANCIAL GROUP, LLC | PARK SQUARE FINANCIAL GROUP LLC

CRD#: 332268 / SEC#: 801-131121

RIA

Registered Investment Advisory firm - (9/13/2024 Approved)

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
(9/20/2024)

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

IAR

Series 66

Date: 11/29/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/1/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/18/2021

Securities Industry Essentials Examination

Current Firm

PARK SQUARE FINANCIAL GROUP LLC

PARK SQUARE | PARK SQUARE FINANCIAL GROUP, LLC | PARK SQUARE FINANCIAL GROUP LLC

CRD#: 332268 / SEC#: 801-131121

RIA

Registered Investment Advisory firm - (9/13/2024 Approved)

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Contact information

Main Address

55 Park Square Ste 103, Roswell, GA 30075

Mailing Address

Phone number

(770) 641-1401

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (2/19/2025)

WRAP BROCHURE (2/19/2025)

Regulatory assets under management

Total Number of Accounts	736
AUM (Assets Under Management)	$ 208,169,989

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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Advisor Monitoring

Firm Stability Insights

Sarah A. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Amelia Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CSENGE ADVISORY GROUP, LLC

CULBRETH WEALTH MANAGEMENT

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

PARK SQUARE FINANCIAL GROUP LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/29/2021

Series 7TO

Date: 9/1/2021

SIE

Date: 5/18/2021

Current Firm

PARK SQUARE FINANCIAL GROUP LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARK SQUARE FINANCIAL GROUP LLC

TRUST BUT VERIFY

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