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Mark Thomas Boukather

Osaic Wealth, Inc.

Greenville, SC

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-08-23
  • SC RA
    APPROVED
    Since 2024-08-23

Branch Locations

300 Pettigru Street Suite 101, Greenville, SC 29601 • 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
Triad Advisors, Inc. Norcross GA 03/2003 08/2024
Osaic Wealth, Inc. Marietta SC 08/2024 Present
  • 03/2003 → 08/2024
    Triad Advisors, Inc.
    Norcross, GA
  • 08/2024 → Present
    Marietta, SC
Previous Registrations
  • 2003-03-26 → 2024-08-23
    Triad Advisors Llc
    Marietta, SC
    Greenville, SC
Other Businesses

1) HAWKINS & BOUKATHER, LLC POSITION: OWNER, ADVISOR NATURE: INVESTMENTS, ASSET MANAGEMENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 6 START DATE: 01/01/2005 ADDRESS: 300 Pettigru Street, Suite 101, GREENVILLE SC 29601, United States DESCRIPTION: FINANCIAL ADVISOR. 2) APPOINTMENT WITH MULTIPLE CARRIERS POSITION: AGENT NATURE: INSURANCE, ANNUITIES INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1998 ADDRESS: 300 Pettigru Street, Suite 101, Greenville SC 29601, United States DESCRIPTION: SALES & SERVICING OF INSURANCE AND ANNUITY CONTRACTS. 3) RIVERSTEAD PROPERTY OWNERS ASSOCIATION POSITION: Board Member-At-Large NATURE: Home Owners Association INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 310 Freeman Bridge Rd, Marietta SC 29661, United States DESCRIPTION: Participate in board meetings, work on special projects related to the subdivision. 4)HALLMARK BAPTIST CHURCH POSITION: bookkeeper NATURE: church INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: 211 Bridges Rd, Simpsonville SC 29681, United States DESCRIPTION: Prepare a monthly report Manage the payment of bills by preparing checks for signatures by two pastors / deacons Assist the treasurer with budgeting No direct control of funds Unsure how indirect control of funds is defined

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-04-13
S63 Uniform Securities Agent State Law Examination 1997-10-15
  • S65 Uniform Investment Adviser Law Examination
    1998-04-13
  • S63 Uniform Securities Agent State Law Examination
    1997-10-15
Designations
Other Names
  • Mark T Boukather

View on SEC IAPD

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