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1201 Lincoln Street Suite 301, Columbia, SC 29201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-04-03 |
| NC | RA | APPROVED | 2009-04-28 |
| SC | RA | APPROVED | 2009-04-02 |
Branch Locations
1201 Lincoln Street Suite 301, Columbia, SC 29201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 01/2003 | 08/2024 |
| Allison Investment Management, Llc | Columbia | SC | 01/2003 | Present |
| Osaic Wealth, Inc. | Columbia | SC | 08/2024 | Present |
1- ALLISON INVESTMENT MANAGEMENT LLC; INVESTMENT RELATED; 1201 LINCOLN ST., SUITE 301, COLUMBIA SC 29201; FEE-BASED SEC RIA; VP; 12/16/2002; 160 HRS/MONTH; 6 HRS/DAY; COMPENSATION-% OF THE ANNUAL FEES THAT ALLISON INVESTMENT MANAGEMENT CHARGES CLIENTS; INVESTMENT ANALYSIS, RELATIONSHIP MANAGEMENT, AND TRADING. 2-INSURANCE AGENT- INVESTMENT RELATED-AT REPORTED BUSINESS LOCATION(S), INSURANCE SALES, AGENT, 2000, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-01 |
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