Laura Kim Schilling

Current Employers

Employment History

• 09/2003 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 08/1997 → Present
  Laura K Schilling, Esq., Cpa, Csa Estate Innovations, Llc
  Atlanta, GA
• 04/2007 → Present
  Financial Innovations, Llc
  Atlanta, GA
• 07/2019 → Present
  Eal Llc
  Atlanta, GA
• 10/2013 → Present
  Lea Llc
  Atlanta, GA
• 09/2016 → 01/2018
  Packaged Goods
  Atlanta, GA
• 01/2019 → 01/2022
  Packaged Goods
  Atlanta, GA
• 09/2021 → Present
  Ael Llc
  Atlanta, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Atlanta, GA

Previous Registrations

• 2005-10-06 → 2008-03-20
  Vining Financial
  Atlanta, GA
  Marietta, GA
• 2003-04-29 → 2003-09-09
  Synovus Securities, Inc.
  Atlanta, GA
• 2003-05-02 → 2003-09-09
  Creative Financial Group Ltd
  Atlanta, GA

Other Businesses

1. LAURA K SCHILLING, ESQ, CPA, CSA ESTATE INNOVATIONS LLC, NOT INVESTMENT RELATED; ATLANTA GA 30328; LAW PRACTICE-ESTATE PLANNING (WILLS, TRUST, POWER) AND BASIC CORPORATE LAW; ATTORNEY; 8/1997; 10 HRS/MO.; 2HRS/WK; COMPENSATION-FLAT FEE; MEET WITH CLIENTS, GATHER INFO, DRAFT PROPOSAL LETTER, DRAFT DOCUMENTS, MEET TO SIGN DOCS 2. FINANCIAL INNOVATIONS; INVESTMENT RELATED; ATLANTA, GA 30328; INSURANCE; OWNER; 5/2003; 2-3HRS/MO;1/2HR/DAY; COMMISSIONS; GATHER INFO, GET QUOTES, PRINT APPS, COMPLETE APPS, SUBMIT TO BUI OR ASH, GET SIGNATURE 3. Lea LLC; not investment related; Atlanta,GA 30328; owns real estate at 6111 Peachtree Dunwoody; member/manager; 10/6/2013; 10 minutes/month; 0 hrs during trading; Financial Innovations is tenant pays rent to Lea LLC. Lea LLC upkeeps maintenance, pays taxes, etc. 4. EAL LLC; NOT INVESTMENT RELATED; ATLANTA, GA 30328; RENTAL PROPERTY; OWNER; 07/2019; XX HRS/MONTH; XX HRS DURING TRADING; MANAGE RENTAL PROPERTIES. 5. ALE LLC POS: member manager NATURE: single member LLC owns real estate INVESTMENT RELATED: Yes # OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 10/22/2021 ADDR: Atlanta GA 30328 DESC: My neighbor and friend, Brendon Brown, owns a company that invests in major real estate projects. I have invested a small amount in an apartment project in Oklahoma and it is currently under construction and one in Pensacola FL and it is currently under construction. $50K per project so small percent to entire project. 6. AEL LLC POS: member manager NATURE: LLC sole member/manager INVESTMENT RELATED: Yes # OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 10/22/2021 ADD: Morganton GA 30560 DESC: Own a lake house in Morganton. I have a manager who handles 99.9% of all things. It is air bnb. 7. ESTATE INNOVATIONS LLC POS: Attorney NATURE: sole member LLC INVESTMENT RELATED: No NUMBER OF HRS: 16 SECURITIES TRADING HRS: 4 START DATE: 8/1/1998 ADDR: Atlanta GA 30328, United States DESCR: I am an attorney who drafts and signs estate planning documents. 8. POWER OF ATTORNEY FOR SUSAN GOLDFARB POS: Power of Attorney NATURE: Susan Goldfarb is one of my best friends from college. We have known one another since 1986. Susan has never been married. Susan has no children. Her mother passed away at birth. No siblings. Her father is in his 90s in Florida, and he is her only close living relative. Susan has [REDACTED]. She had surgery in October for the [REDACTED], and did her estate documents quickly. She named me as her financial power of attorney, and she wants me to act on her behalf. Charles Goldberg is her financial advisor. He is under my RIA. I would like permission to treat Susan as family and to assist her as her financial power of attorney. She also named me as her health care power of attorney and personal representative, and as an alternate trustee of her living trust, all NY documents. INVESTMENT RELATED: Yes # OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 10/15/2025 ADDR: Baiting Hollow NY 11933 DESC: Unless something happens to Susan, I should not have any time dedicated to this. If she becomes incompetent, then I will need to pay her bills and handle her affairs. That may take 4-6 hours a month. She just shared that everything is online and organized. Once I get this permission, I will find out more. If she passes, I will have to spend about 10-15 hours that year distributing assets. She has confirmed I am NOT a beneficiary. 9. NOTARY POS: Notary NATURE: I am a notary. 99.9% of the time I use it for my law practice, www.estateinnovations.biz INVESTMENT RELATED: No NUMBER OF HRS: 1 SECURITIES TRADING HRS: 1 START DATE: 08/01/1997 ADDR: Atlanta GA 30328 DESC: When doing an estate planning will signing, I act as the notary for my clients. Cecelyn Dennis in my office is also a notary. Again 99.9% of the time it is for an estate planning will signing. If I am unavailable and a client needs a document signed, I may call in and walk them through the document but Cecelyn will be notary

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-10-14

Designations