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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-23 |
| FL | RA | APPROVED | 2024-08-23 |
| GA | RA | APPROVED | 2024-08-23 |
| TX | RA | APPROVED | 2024-08-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors Inc | Norcross | GA | 02/2012 | 08/2024 |
| Hines Capital | Waycross | GA | 02/2012 | Present |
| Osaic Wealth, Inc. | Waycross | GA | 08/2024 | Present |
1. McNeal Sports Insurance ;not investment related;240 Main St ,Blackshear, GA 31516;insurance;reciprocal referrals;7/2016;1 hr/month;0 hrs during trading ;reciprocal referral with McNeal Sports-any client with life/business insurance needs, I try to point them in McNeal Sports' direction 2. SATILLA PALMETT LLC, DBA AC STORAGE POSITION: OWNER NATURE: STORAGE UNITS INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 07/01/2014 ADDRESS: 3727 HIGH BLUFF ROAD, HOBOKEN GA 31542, United States DESCRIPTION: COLLECT RENTS,PAY BILLS,DO MONTHLY BILLING 3. CINNAMON HILL FARMS LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/28/2021 ADDRESS: 6370 Brooks Circle, Blackshear GA 31516, United States DESCRIPTION: LLC set up to own agricultural land that I bought 4. HINES CAPITAL POSITION: OWNER NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/01/2012 ADDRESS: 1705 KNIGHT AVE, Waycross GA 31501, United States DESCRIPTION: CFP 5. WAYCROSS BANK & TRUST POSITION: Member of Board of Directors NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/27/2026 ADDRESS: 501 Tebeau Street, Waycross GA 31501, United States DESCRIPTION: Member or the Board of Directors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-12 |
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