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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-09
TX RA APPROVED 2023-02-21
GA RA APPROVED 2021-09-09
NC RA APPROVED 2021-09-09
  • FL RA
    APPROVED
    Since 2025-01-09
  • TX RA
    APPROVED
    Since 2023-02-21
  • GA RA
    APPROVED
    Since 2021-09-09
  • NC RA
    APPROVED
    Since 2021-09-09

Branch Locations

249 River Park N Drive Suite 100, Woodstock, GA 30188 • United States

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Atlanta GA 10/2015 11/2016
Wells Fargo Clearing Services, Llc Atlanta GA 11/2016 09/2021
Triad Advisors Norcross GA 09/2021 08/2024
Triad Hybrid Solutions Norcross GA 09/2021 Present
Osaic Wealth, Inc. Woodstock GA 08/2024 Present
  • 10/2015 → 11/2016
    Wells Fargo Advisors, Llc
    Atlanta, GA
  • 11/2016 → 09/2021
    Atlanta, GA
  • 09/2021 → 08/2024
    Triad Advisors
    Norcross, GA
  • 09/2021 → Present
    Triad Hybrid Solutions
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Woodstock, GA
Previous Registrations
  • 2015-10-30 → 2021-09-14
    Atlanta, GA
    Woodstock, GA
    Acworth, GA
    Acworth, GA
    Atlanta, GA
    Canton, GA
    Acworth, GA
  • 2014-09-10 → 2015-11-03
    Allentown, PA
    Bethlehem, PA
    Bethlehem, PA
    Harrisburg, PA
    Allentown, PA
    Coopersburg, PA
    Bethlehem, PA
  • 2004-05-21 → 2014-09-02
    Center Valley, PA
    Bedminster, NJ
    Hellertown, PA
Other Businesses

1) Hachey Wealth Management, LLC;investment related;249 River Park N Drive, Suite 100, Woodstock, GA 30188;dba;IAR & registered rep;9/2021;160 hrs/month;6.5 hrs during trading;provide investment advice,financial planning,wealth management,sale of commission products 2)JOHN R HACHEY POSITION: Insurance rep NATURE: Fixed life insurance sales and services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/15/2025 ADDRESS: 249 River Park N Drive, Suite 100, Woodstock, GA 30188, KENNESAW GA 30144, United States DESCRIPTION: Occasionally price out / shop fixed life insurance for clients in need. 3) HACHEY WEALTH MANAGEMENT LLC POSITION: Advisor / Owner NATURE: Financial services. This is disclosure of Hachey Wealth Management LLC as the DBA for John R Hachey. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2021 ADDRESS: 249 River Park N Drive, Suite 100, Woodstock GA 30188, United States DESCRIPTION: Financial Advisor DBA.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-07-25
S63 Uniform Securities Agent State Law Examination 2002-04-24
  • S66 Uniform Combined State Law Examination
    2002-07-25
  • S63 Uniform Securities Agent State Law Examination
    2002-04-24

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