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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-05 |
| IN | RA | APPROVED | 2024-05-31 |
Branch Locations
304 S Main St, Cloverdale, IN 46120 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank | Cloverdale | IN | 06/2005 | 07/2017 |
| Spc | Ann Arbor | MI | 02/2006 | 05/2024 |
| Parkland Securities | Ann Arbor | MI | 08/2014 | 05/2024 |
| Triad Advisors | Atlanta | GA | 05/2024 | 08/2024 |
| Osaic Advisory Services | Atlanta | GA | 05/2024 | Present |
| Osaic Wealth, Inc. | Cloverdale | IN | 08/2024 | Present |
1. CHESTNUT FINANCIAL GROUP LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 135 START DATE: 07/03/2017 ADDRESS: 304 S Main St, Cloverdale IN 46120, United States DESCRIPTION: Chestnut Financial Group LLC: Owner; Sale of life insurance through various companies and the conducting of financial services through Osaic Wealth LLC Broker/Dealer and Osaic Advisory. 2. PRIMITIVE PLEASURES CANDLES POSITION: co-owner NATURE: Process Candles for Retail & Wholesale distribution; manufacture jar candles with my son to sell clients and customers in wholesale and retail relationship. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2004 ADDRESS: 4871 East County Road 900 South, Cloverdale IN 46120, United States DESCRIPTION: Assist and consult with my son on any issues or goals for the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-16 |
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