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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-04-12 |
| WA | RA | APPROVED | 2016-12-21 |
| AZ | RA | APPROVED | 2016-08-18 |
| FL | RA | APPROVED | 2016-08-05 |
| NC | RA | APPROVED | 2016-08-01 |
| VA | RA | APPROVED | 2016-08-01 |
| TN | RA | APPROVED | 2016-07-29 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
1306 Papermill Pointe Way, Knoxville, TN 37909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 07/2016 | 08/2024 |
| Triad Hybrid Solutions, Llc | Norcross | GA | 07/2016 | Present |
| Osaic Wealth, Inc. | Knoxville | TN | 08/2024 | Present |
1. LIFE INSURANCE SALES POSITION: Sales rep/FA NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 8/1/2019 ADDRESS: DESCRIPTION: Provide life insurance quotes to our clients. Sell life insurance policies and LTC through various agencies to clients. 2. EMPOWER WEALTH MANAGEMENT POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2019 ADDRESS: 1306 Papermill Pointe Way, Knoxville TN 37909, United States DESCRIPTION: Client Service, Administration, trading clients accounts, and financial planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-30 |
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