Best Investors
Account
Sign in
Best Investors
Account
Sign in
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-01-03 |
| CO | RA | APPROVED | 2023-04-13 |
| TX | RA | APPROVED_RES | 2023-03-20 |
| KY | RA | APPROVED | 2023-02-10 |
| FL | RA | APPROVED | 2022-04-12 |
| SC | RA | APPROVED | 2021-11-17 |
| WI | RA | APPROVED | 2021-07-02 |
| NV | RA | APPROVED | 2020-02-24 |
| MS | RA | APPROVED | 2020-01-24 |
| IL | RA | APPROVED | 2020-01-16 |
| AL | RA | APPROVED | 2020-01-07 |
| IN | RA | APPROVED | 2020-01-07 |
| CA | RA | APPROVED | 2020-01-03 |
| VA | RA | APPROVED | 2020-01-03 |
| GA | RA | APPROVED | 2016-08-01 |
| NC | RA | APPROVED | 2016-08-01 |
| OH | RA | APPROVED | 2016-07-29 |
| TN | RA | APPROVED | 2016-07-29 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
1306 Papermill Pointe Way, Knoxville, TN 37909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 07/2016 | 08/2024 |
| Triad Hybrid Solutions, Llc | Norcross | GA | 07/2016 | 08/2024 |
| Osaic Wealth, Inc. | Knoxville | TN | 08/2024 | Present |
1. EMPOWER WEALTH MANAGEMENT POSITION: president NATURE: wealth management INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 6 START DATE: 08/01/2019 ADDRESS: 1306 Papermill Pointe Way, Knoxville TN 37909, United States DESCRIPTION: wealth management, investment management, client contact 2. POWER OF ATTORNEY FOR MOTHER POSITION: President NATURE: power of attorney for mother's accounts INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: 1306 Papermill Pointe Way, Knoxville TN 37909, United States DESCRIPTION: monitoring her investments and making adjustments as necessary 3. T. BRYAN LLC POSITION: member, owner NATURE: operating account for Triad commissions/fees INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/09/2019 ADDRESS: 1306 Papermill Pointe Way, Knoxville TN 37909, United States DESCRIPTION: member of the LLC for business purposes only .. 4. NSURANCE SALES POSITION: sales rep NATURE: provider of life insurance policy info to clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: 1306 Papermill Pointe Way, Knoxville TN 37909, United States DESCRIPTION: sell life insurance policies (fixed and variable) through various agencies to clients of OSAIC Advisory Services, LLC and Empower Wealth Management .. 5. BUILDING OCCUPIED BY HEAD INVESTMENT PARTNERS POSITION: part owner-15% NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2016 ADDRESS: 2280 Valley Vista Rd, Knoxville TN 37932, United States DESCRIPTION: investment - no ownership responsibilities or liability 6. SHADE SAVERS, LLC POSITION: silent partner/1% owner NATURE: Silent partner - 1% owner in company that makes accessory for sunglasses INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2019 ADDRESS: 102 Mohawk Ln, Loudon TN 37774, United States DESCRIPTION: No formal duties. May attend some company meetings to observe. I
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-22 |
Reach out to this advisor