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103 Kirk Avenue Se, Roanoke, VA 24011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-11-09 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Cfd Investments Inc | Kokomo | IN | 01/2013 | 12/2017 |
| Creative Financial Designs Inc | Kokomo | IN | 01/2013 | 12/2017 |
| Triumph Wealth Advisors | Woodstock | GA | 01/2018 | 06/2019 |
| Taylor Capital Management Inc. | Woodstock | GA | 01/2018 | 06/2019 |
| Justin Barham, Sole Proprietor Dba Hfs Advisory Group | Salem | VA | 01/2014 | 05/2023 |
| World Equity Group, Inc. | Arlington Heights | IL | 06/2019 | 03/2020 |
| Triumph Wealth Advisors, Inc. | Woodstock | GA | 01/2020 | 07/2020 |
| Coastal Wealth Advisory Services, Llc | Roanoke | VA | 01/2020 | 11/2023 |
| Og Advisory Group, Llc | Roanoke | VA | 11/2023 | Present |
| Justin Barham, Sole Proprietor Dba The Oga Group | Roanoke | VA | 05/2023 | Present |
INDEPENDENT INSURANCE AGENT offering Life, and Annuities. Approx 30 hrs per week during trading hours. The OGA Group is DBA for insurance and personal branding, started 05/2023. Approx 40hrs per week during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-05 |
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