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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-02-21 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frierson Capital Management | Seneca | SC | 11/2015 | Present |
| Voya Financial Advisors, Inc. | Seneca | SC | 12/2015 | 02/2020 |
| Triad Advisors | Norcross | GA | 02/2020 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 02/2020 | Present |
| Osaic Wealth, Inc. | Seneca | SC | 08/2024 | Present |
1. STATE OF SC NOTARY PUBLIC POSITION: Notary Public NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/09/2016 ADDRESS: 135 Eagles Nest Drive, Suite J, Seneca SC 29678, United States DESCRIPTION: third-party witness to signing of documents 2. RIGHTVIEW PRIVATE WEALTH POSITION: Operations Manager NATURE: DBA for Frierson Financials, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 130 START DATE: 11/10/2015 ADDRESS: 135 Eagles Nest Drive, Suite J, Seneca SC 29678, United States DESCRIPTION: Assisting producing Rep, Servicing clients, office management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-19 |
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