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SOUTHLAND EQUITY PARTNERS, LLC.

· CRD 154481 · IAPD ↗ · longfinancialservices.com · 770.998.5879

$891.5MRegulatory AUM
21Advisory reps
22Employees
12Clients
11-25Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2026 — SOUTHLAND EQUITY PARTNERS, LLC. changed its website from grpwealthstrategies.com to longfinancialservices.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2026 — SOUTHLAND EQUITY PARTNERS, LLC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — SOUTHLAND EQUITY PARTNERS, LLC. added office(s): 16 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
December 2025 — SOUTHLAND EQUITY PARTNERS, LLC. notice-filed in LA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
April 2025 — SOUTHLAND EQUITY PARTNERS, LLC. changed its website from westernreservecm.com to grpwealthstrategies.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2025 — SOUTHLAND EQUITY PARTNERS, LLC. added office(s): 15 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — SOUTHLAND EQUITY PARTNERS, LLC. reported RAUM up 26% ($505.1M -> $636.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.