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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-23 |
| GA | RA | APPROVED | 2024-08-23 |
Branch Locations
7185 Colfax Ave Suite 100-N, Cumming, GA 30040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farnsley Financial Consultants | Suwanee | GA | 10/2002 | Present |
| Triad Advisors, Inc. | Norcross | GA | 07/2003 | 08/2024 |
| Triad Advisors, Inc. | Norcross | GA | 04/2017 | 08/2024 |
| Osaic Wealth, Inc. | Cumming | GA | 08/2024 | Present |
1) genFinance, LLC; investment related;6415 Greenview Ct, Suwanee, Ga 30024;financial services;president;1/15/2017;investment advisor, financial planning 2) GENFINANCE, LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2017 ADDRESS: 7185 Colfax Ave, Cumming GA 30040, United States DESCRIPTION: financial advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-20 |
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