Brandon Wyatt Haines

Current Employers

Employment History

• 11/2014 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 11/2014 → 02/2025
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → 02/2025
  Osaic Wealth, Inc.
  Wilmington, NC
• 02/2025 → Present
  The Strategic Financial Alliance, Inc.
  Atlanta, GA
• 02/2025 → Present
  Strategic Blueprint, Llc
  Atlanta, GA

Previous Registrations

• 2014-11-17 → 2025-02-12
  Osaic Advisory Services, Llc
  Wilmington, NC
  Atlanta, GA
  Wilmington, NC
• 2007-10-25 → 2014-11-17
  Lpl Financial Llc
  Greenville, NC
  Greenville, NC
  Wilmington, NC
  Fort Mill, SC
  Wilmington, NC
• 2006-10-09 → 2007-10-27
  Edward Jones
  Wilmington, NC

Other Businesses

1). Haines Financial, LLC DBA The Wealth Plan Company INVESTMENT RELATED: Yes ADDRESS: 398 Carl Street Wilmington, NC 28403 NATURE OF THE BUSINESS: Haines Financial, LLC manages staff, resources, expenses, and support for the business. This includes space and support for other advisors in the office associated with Strategic Blueprint and/or SFA. The Wealth Plan Company is the client facing marketing name, which is used to market financial services offered through Strategic Blueprint and SFA. POSITION: Manager START DATE: 10/17/2007 NUMBER OF HOURS: approximately 160 hours/month, during securities trading hours. DUTIES: General business management. Financial and retirement planning services. 2). Fixed Insurance/General INVESTMENT RELATED: Yes ADDRESS: 398 Carl Street Wilmington, NC 28403 NATURE OF THE BUSINESS: Fixed insurance solutions. POSITION: Insurance Agent START DATE: 12/01/2014 NUMBER OF HOURS: approximately 10 hours/month, during securities trading hours. DUTIES: Finding insurance solutions for client's fixed insurance needs. 3). Haines Financial, LLC 401K INVESTMENT RELATED: Yes ADDRESS: 398 Carl Street Wilmington, NC 28403 NATURE OF THE BUSINESS: 401k plan for Haines Financial, LLC employees. POSITION: Trustee START DATE: 03/08/2012 NUMBER OF HOURS: approximately 1 hour/month, during securities trading hours. DUTIES: Oversee the administration of the 401k for the employees of Haines Financial, LLC. 4). 398 Carl, LLC INVESTMENT RELATED: No ADDRESS: 398 Carl Street Wilmington, NC 28403 NATURE OF THE BUSINESS: LLC owns the office space that The Wealth Plan Company and Advice Point utilize. POSITION: real estate owner; member/manager START DATE: 08/01/2015 NUMBER OF HOURS: less than 1 hour/month; minimal hours during securities trading hours. DUTIES: Maintain office and cash flow for LLC. 5). Iredell C, Wyatt, Jr Trust INVESTMENT RELATED: Yes ADDRESS: 730 Zekes Run Wilmington, NC 28411 NATURE OF THE BUSINESS: Trust POSITION: Trustee START DATE: 01/02/2023 NUMBER OF HOURS: approximately 4 hours per month, 1 hour during securities trading hours. DUTIES: Manages the trust assets for the benefit of the Gracie Jarman and IC Wyatt, III. Control the accounts and assets of the trust. 6). Deacon at First Baptist Church Wilmington, NC INVESTMENT RELATED: No ADDRESS: 411 Market Street Wilmington, NC 28411 NATURE OF THE BUSINESS: Deacon of Church POSITION: Deacon START DATE: 01/28/2025 NUMBER OF HOURS: approximately 8 hours per month, 0 hour during securities trading hours. DUTIES: Reach out to families in our Sunday School class when life events occur and communicate with the pastoral staff.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-05
• S63 Uniform Securities Agent State Law Examination
  2001-11-08

Designations