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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2022-11-14 |
| TX | RA | APPROVED_RES | 2021-05-10 |
| AL | RA | APPROVED | 2021-04-15 |
| IA | RA | APPROVED | 2021-04-08 |
| UT | RA | APPROVED | 2020-08-21 |
| PA | RA | APPROVED | 2020-07-07 |
| IL | RA | APPROVED | 2020-04-14 |
| WA | RA | APPROVED | 2020-03-18 |
| NJ | RA | APPROVED | 2020-03-02 |
| OH | RA | APPROVED | 2020-02-27 |
| FL | RA | APPROVED | 2020-02-26 |
| NH | RA | APPROVED | 2020-02-25 |
| GA | RA | APPROVED | 2020-02-24 |
| ME | RA | APPROVED | 2020-02-24 |
| IN | RA | APPROVED | 2020-02-21 |
| NC | RA | APPROVED | 2020-02-21 |
| OR | RA | APPROVED | 2020-02-21 |
| SC | RA | APPROVED | 2020-02-21 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
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 |
|---|---|---|---|---|
| Wes Frierson-Independent Insurance Agent | Seneca | SC | 08/2003 | Present |
| Frierson Capital Management | Seneca | SC | 06/2013 | Present |
| Frierson Financials, Llc/Frierson Financial Services | Seneca | SC | 06/2013 | Present |
| Voya Financial Advisors | Seneca | SC | 09/2014 | 02/2020 |
| Triad Advisors | Norcross | GA | 02/2020 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 02/2020 | 08/2024 |
| Osaic Wealth, Inc. | Seneca | SC | 08/2024 | Present |
1. FRIERSON CAPITAL MANAGEMENT POSITION: owner/president NATURE: wealth management/financial advisor/portfolio management/dba INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2003 ADDRESS: 135 J Eagles Nest Drive, Seneca SC 29678, United States DESCRIPTION: wealth management/financial advisor 2. FRIERSON FINANCIALS,LLC POSITION: president/owner NATURE: record, bookkeeping, day to day expenses, payroll, taxes INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 135 J Eagles Nest Drive, Seneca SC 29678, United States DESCRIPTION: direct the use of funds and direct all expenses to flow through the LLC for ease of bookkeeping and records. This is used for taxes at the corporate level 3. INDEPENDENT INSURANCE AGENT POSITION: owner/president NATURE: insurance/fixed annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2003 ADDRESS: 135 J Eagles Nest Drive, Seneca SC 29678, United States DESCRIPTION: life insurance and fixed annuities 4. SOUTH CAROLINA GOVERNOR'S CUP BILLFISHING SERIES POSITION: board member NATURE: designed to promote state's billfish tournaments, increase tourism, and encourage marine conservation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 217 Fort Johnson Road, Charleston SC 29422, United States DESCRIPTION: as a board member appointed by SC's Dept of Natural Resources and the Governor of South Carolina to help with overseeing the series 5. RIGHTVIEW PROPERTIES, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/06/2024 ADDRESS: 513 Glen laurel Drive, Easley SC 29642, United States DESCRIPTION: upkeep and repairs on rental properties 6. WSF TIMBER LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/29/2022 ADDRESS: 513 Glen Laurel Dr, Easley SC 29642, United States DESCRIPTION: This is a timber track of land. work spent on this activity is keeping roads through tract open and cut. 7. UNIFIED ADVISOR GROUP POSITION: Title Partner NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2025 ADDRESS: 242 S Pleasantburg Dr, Greenville SC 29607, United States DESCRIPTION: Provide assistance to independent advisors who join Osaic but wish for mid-office service 8. RIGHTVIEW PRIVATE WEALTH POSITION: Owner/President NATURE: wealth management/financial advisor/portfolio management/dba INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 3 START DATE: 02/02/2026 ADDRESS: 135 Eagles Nest Drive, Suite J, Seneca SC 29678, United States DESCRIPTION: Wealth Management/ Financial Advisor Fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-11 |
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