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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-13 |
| CO | RA | APPROVED | 2024-03-13 |
| FL | RA | APPROVED | 2024-03-13 |
| MI | RA | APPROVED | 2024-03-13 |
| OK | RA | APPROVED | 2024-03-13 |
| SC | RA | APPROVED | 2024-03-13 |
| UT | RA | APPROVED | 2019-12-19 |
| WV | RA | APPROVED | 2019-11-27 |
| NM | RA | APPROVED | 2019-11-26 |
| WA | RA | APPROVED | 2019-11-26 |
| GA | RA | APPROVED | 2019-11-25 |
| KS | RA | APPROVED | 2019-11-25 |
| OH | RA | APPROVED | 2019-11-06 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
4 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advocacy Wealth Management | Atlanta | GA | 07/2011 | 11/2019 |
| Triad Hybrid Solutions | Norcross | GA | 11/2019 | Present |
1)William and Wade Wealth,LLC;investment related;1050 Crown Pointe Pky,Suite 500,Atlanta,GA;dba;owner;11/2019;40 hrs/month;6.5 hrs during trading;investment advisor 2)Advocacy Wealth Management;investment related;3350 Riverwood Pkwy,Atlanta,GA 30339;RIA;investment advisor;3/2010;20 hrs/month;4 hrs during trading;meet with clients,review objectives
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-10 |
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