Investment adviser representative · Loftin Wealth Partners
Connor P. Wilkins
CRD 7986886 · Johns Creek, GA
At a glance
Connor P. Wilkins is an investment adviser representative with Loftin Wealth Partners in Johns Creek, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Connor’s SEC record dates to 2024, about 1 years ago.
Current advisory firm
- Loftin Wealth PartnersSince October 2024Johns Creek, GA · $344M in regulatory assets
SEC adviser record
- Registered since
- 2024 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Connor’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Loftin Wealth Partners
- David A. HarveyJohns Creek
- James D. LoftinJohns Creek · Certified Financial Planner
- Derek L. RackleyJohns Creek
- George E. Rall Jr.Johns Creek
- Joshua C. StudebakerJohns Creek
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