Donald Ruffin has been CCO, CEO of Park Square Financial Group since August 2024, is a control person of the firm and directly owns under 5% of it. Donald Ruffin holds a BBA in Finance and Economics from Mercer University.
Park Square Financial Group, LLC is a Roswell, GA firm with $219M under management, 430 clients and 4 advisers across 4 offices, as of its April 2026 filing.
Don Ruffin is Managing Partner of Park Square Financial Group, based in Roswell, GA. He is a financial advisor and founding partner. He began his career preparing estate tax returns for what is now Bank of America, and later worked for many years at Georgia Power in its corporate tax department.
Donald Ruffin’s longest registration was 13 years at FSC Securities Corporation (2006–2019). Before joining Park Square Financial Group in 2024, Donald Ruffin was registered through Csenge Advisory Group, LLC and FSC Securities Corporation.
- – present · 2 yearsRoswell, GA · Adviser representative · Firm CRD 332268
- Csenge Advisory Group, LLC– · 5 yearsRoswell, GA · Adviser representative · Firm CRD 131167
- FSC Securities Corporation– · 13 yearsRoswell, GA · Adviser representative · Firm CRD 7461
- Summit Financial Group Inc– · under a yearRoswell, GA · Adviser representative · Firm CRD 109485
Professional designations
Listed by Park Square Financial Group
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Donald Ruffin is registered as an investment adviser representative in 2 states. Each was approved in September 2024.
- GeorgiaSince 18 September 2024
- TexasSince 16 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 26 November 2002 |
| Series 66 | Uniform Combined State Law Examination | 27 April 1999 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 27 April 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 April 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Donald Leonard Ruffin
- CRD
- 1594696
- Firm
- Park Square Financial Group · CRD 332268
- Role
- CCO, CEO
- Office
- 55 PARK SQUARE, STE 103, Roswell, GA 30075
- Registration
- Investment adviser registration
- In the industry since
- April 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- parksquarefg.com
Where does Donald Ruffin work?
Donald Ruffin has been CCO, CEO of Park Square Financial Group, LLC since August 2024, and is a control person of the firm.
Is Donald Ruffin a financial advisor?
Yes. Donald Ruffin has a current investment-adviser registration in Georgia and Texas, through Park Square Financial Group since September 2024.
How many years of experience does Donald Ruffin have?
Donald Ruffin has 27 years in the financial industry, since April 1999, across 4 adviser firms.
What exams has Donald Ruffin passed?
Donald Ruffin has passed 4 licensing exams: the Series 6, Series 66, Series 26 and Series 7. The earliest, the Series 6, was passed in April 1999. FINRA credited Donald Ruffin with the SIE, which began in October 2018.
Where did Donald Ruffin work before Park Square Financial Group?
Before Park Square Financial Group, Donald Ruffin was registered through FSC Securities Corporation, May 2006 to September 2019; Summit Financial Group Inc, January 2006 to May 2006.
Where is Donald Ruffin based?
Donald Ruffin’s registered office is in Roswell, GA.
Is Donald Ruffin registered with FINRA?
No. Donald Ruffin has no current broker registration.
Is Donald Ruffin a CFP?
Park Square Financial Group lists Donald Ruffin with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Donald Ruffin’s record?
Search CRD 1594696 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donald Ruffin’s full registration record.
