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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-23 |
Branch Locations
313 N. Main St Suite B, Hinesville, GA 31313 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Charlotte | NC | 09/2011 | 01/2023 |
| Heritage Bank | Hinesville | GA | 09/2011 | 01/2023 |
| Triad Advisors | Norcross | GA | 01/2023 | 08/2024 |
| Osaic Wealth, Inc. | Hinesville | GA | 08/2024 | Present |
1. Heritage Group Financial Services LLC;investment related;309 N Main St,Hinesville,GA 31313;llc;owner/RR/IAR;1/2023;160 hrs/month;130 hrs during trading;investments/insurance/financial services 2. HERITAGE GROUP FINANCIAL SERVICES LLC POSITION: owner/RR/IAR NATURE: llc INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2023 ADDRESS: 313 N Main St, Hinesville GA 31313, United States DESCRIPTION: investments/insurance/financial services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-22 |
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