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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-12 |
| TX | RA | APPROVED | 2024-01-12 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
1910 Vindicator Dr Ste 104, Colorado Springs, CO 80919 • United States
112 West D St Suite 210D, Pueblo, CO 81003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Colorado Springs | CO | 09/2005 | 01/2024 |
| Triad Advisors | Norcross | GA | 01/2024 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 01/2024 | 08/2024 |
| Osaic Wealth, Inc. | Colorado Springs | CO | 08/2024 | Present |
1) LIFE WELL LIVED FINANCIAL GROUP POSITION: financial advisor NATURE: team practice name under Growth Partnership LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2022 ADDRESS: 1910 Vindicator Dr, Ste 104, Colorado Springs CO 80919, United States DESCRIPTION: financial advisor who provides financial planning and investment advice as a team member dba Life Well Lived Financial Group, leadership member within LWLFG 2) GROWTH PARTNERSHIP LLC POSITION: Shareholder NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2022 ADDRESS: 1910 Vindicator Dr, Ste 104, Colorado Springs CO 80919, United States DESCRIPTION: administrative & operational support, managing expenses of financial planning practice, payroll 3) APPOINTMENT W/ MULTIPLE CARRIERS POSITION: financial advisor NATURE: appointment w/ multiple insurance carriers INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/05/2024 ADDRESS: 1910 Vindicator Dr, Ste 104, Colorado Springs CO 80919, United States DESCRIPTION: work with various insurance providers to obtain illustrations, quotes, and place policies for clients 4) R. DAUGHERTY & ASSOCIATES LLC POSITION: Owner/Financial Advisor NATURE: LLC as S. Corp; sole member INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2024 ADDRESS: 1925 Mondi CT, Colorado Springs CO 80919, United States DESCRIPTION: Pass through entity for tax purposes for income received from Growth Partnership and Life Well Lived Financial Group
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-10 |
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