RIA Intelligence

PARK SQUARE FINANCIAL GROUP, LLC

Legal name: PARK SQUARE FINANCIAL GROUP LLC

CRD #332268 SEC #801-131121 ROSWELL, GA 770-641-1401
SEC Registered
Total AUM
$208.2M
Discretionary
$207.3M
Employees
8
Clients
0
Accounts
736

Firm Details

Organization Type
Limited Liability Company
State of Formation
Georgia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 15, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Ruffin, Donald, LeonardICCONA Control
Ruffin, Donald, LeonardICCO, CEONA Control
Ruffin, Donald, LeonardICCO, CEONA Control
Ruffin, Donald, LeonardICCO, CEONA Control
Ruffin, Donald, LeonardIMANAGING MEMBER, CCONA Control
Ruffin, Donald, LeonardIMANAGING MEMBER, CCONA Control
Ruffin, Donald, LeonardICCO, CEONA Control
Ruffin, Donald, LeonardICCO, CEONA Control
Ruffin, Donald, LeonardIMANAGING MEMBER, CCONA Control
Ruffin, Donald, LeonardICCO, CEONA Control
Ruffin, Donald, LeonardICCO, CEONA Control
Ruffin, Donald, LeonardICCO, CEONA Control
Ruffin, Donald, LeonardICCO, CEONA Control
Ruffin, Donald, LeonardICCO, CEONA Control
Swiney, Jerry, ScottICOONA Control
Swiney, Jerry, ScottICOONA Control
Swiney, Jerry, ScottICOONA Control
Swiney, Jerry, ScottICOONA Control
Swiney, Jerry, ScottICOONA Control
Swiney, Jerry, ScottICOONA Control
Swiney, Jerry, ScottICOONA Control
Swiney, Jerry, ScottICOONA Control
Swiney, Jerry, ScottICOONA Control
Swiney, Jerry, ScottICOONA Control
1952 FINANCIAL MANAGEMENT CORPORATIONDEMANAGING MEMBERD Control
1952 FINANCIAL MANAGEMENT CORPORATIONDEMANAGING MEMBERD Control
1952 FINANCIAL MANAGEMENT CORPORATIONDEMANAGING MEMBERD Control
1952 FINANCIAL MANAGEMENT CORPORATIONDEMANAGING MEMBERD Control
1952 FINANCIAL MANAGEMENT CORPORATIONDEMANAGING MEMBERD Control
1952 FINANCIAL MANAGEMENT CORPORATIONDEMANAGING MEMBERD Control
1952 FINANCIAL MANAGEMENT CORPORATIONDEMANAGING MEMBERD Control
1952 FINANCIAL MANAGEMENT CORPORATIONDEMANAGING MEMBERD Control
1952 FINANCIAL MANAGEMENT CORPORATIONDEMANAGING MEMBERD Control
1952 FINANCIAL MANAGEMENT CORPORATIONDEMANAGING MEMBERD Control
1952 FINANCIAL MANAGEMENT CORPORATIONDEMANAGING MEMBERD Control
1952 FINANCIAL MANAGEMENT CORPORATIONDEMANAGING MEMBERD Control
1952 FINANCIAL MANAGEMENT CORPORATIONDEMANAGING MEMBERD Control
1952 FINANCIAL MANAGEMENT CORPORATIONDEMANAGING MEMBERD Control
JSS FINANCIAL LLCDEMANAGING MEMBERD Control
JSS FINANCIAL LLCDEMANAGING MEMBERD Control
JSS FINANCIAL LLCDEMANAGING MEMBERD Control
JSS FINANCIAL LLCDEMANAGING MEMBERD Control
JSS FINANCIAL LLCDEMANAGING MEMBERD Control
JSS FINANCIAL LLCDEMANAGING MEMBERD Control
JSS FINANCIAL LLCDEMANAGING MEMBERD Control
JSS FINANCIAL LLCDEMANAGING MEMBERD Control
JSS FINANCIAL LLCDEMANAGING MEMBERD Control
JSS FINANCIAL LLCDEMANAGING MEMBERD Control
JSS FINANCIAL LLCDEMANAGING MEMBERD Control
JSS FINANCIAL LLCDEMANAGING MEMBERD Control
JSS FINANCIAL LLCDEMANAGING MEMBERD Control
JSS FINANCIAL LLCDEMANAGING MEMBERD Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
Ruffin, Donald, LeonardI1952 FINANCIAL MANAGEMENT CORPORATIONE Control
Ruffin, Donald, LeonardI1952 FINANCIAL MANAGEMENT CORPORATIONE Control
Ruffin, Donald, LeonardI1952 FINANCIAL MANAGEMENT CORPORATIONE Control
Ruffin, Donald, LeonardI1952 FINANCIAL MANAGEMENT CORPORATIONE Control
Ruffin, Donald, LeonardI1952 FINANCIAL MANAGEMENT CORPORATIONE Control
Ruffin, Donald, LeonardI1952 FINANCIAL MANAGEMENT CORPORATIONE Control
Ruffin, Donald, LeonardI1952 FINANCIAL MANAGEMENT CORPORATIONE Control
Ruffin, Donald, LeonardI1952 FINANCIAL MANAGEMENT CORPORATIONE Control
Ruffin, Donald, LeonardI1952 FINANCIAL MANAGEMENT CORPORATIONE Control
Ruffin, Donald, LeonardI1952 FINANCIAL MANAGEMENT CORPORATIONE Control
Swiney, Jerry, ScottIJSS FINANCIAL LLCE Control
Swiney, Jerry, ScottIJSS FINANCIAL LLCE Control
Swiney, Jerry, ScottIJSS FINANCIAL LLCE Control
Swiney, Jerry, ScottIJSS FINANCIAL LLCE Control
Swiney, Jerry, ScottIJSS FINANCIAL LLCE Control
Swiney, Jerry, ScottIJSS FINANCIAL LLCE Control
Swiney, Jerry, ScottIJSS FINANCIAL LLCE Control
Swiney, Jerry, ScottIJSS FINANCIAL LLCE Control
Swiney, Jerry, ScottIJSS FINANCIAL LLCE Control
Swiney, Jerry, ScottIJSS FINANCIAL LLCE Control

Registrations

Federal

IA
Oct 15, 2025 REGISTERED

Notice Filings (11)

AL FL GA MD NC NE NJ PA SC TN TX

Address

55 PARK SQUARE
STE 103
ROSWELL, GA 30075
United States
Phone: 770-641-1401