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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2019-08-29 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
2280 Valley Vista Road Suite A, Knoxville, TN 37932 • United States
2 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 |
|---|---|---|---|---|
| Pilot Travel Center | Knoxville | TN | 06/2012 | 02/2017 |
| Triad Advisors | Norcross | GA | 04/2017 | Present |
| Triad Hybrid Solutions | Norcross | GA | 04/2017 | Present |
1)Head Investment Partners;investment related;2280 Valley Vista Road,Ste A,Knoxville,TN 37932;financial investments;lead analyst/PM;4/3/2017;40 hrs/month;6.5 hrs during trading;assist team in daily portfolio activity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-20 |
| S66 | Uniform Combined State Law Examination | 2000-01-25 |
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