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Categories: Investment Management
Summary:
Company size: 11-50
AUM: Up to $2B
Drive Planning, LLC is an financial planning and consulting firm based in Alpharetta, Georgia founded in 2014. On August 13, 2024, the Securities and Exchange Commission filed a complaint alleging that the principal, Russell Todd Burkhalter, ran a Ponzi scheme selling unregistered securities through Drive Planning, LLC.
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