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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-01-16 |
| PA | RA | APPROVED | 2019-06-12 |
| NC | RA | APPROVED | 2019-06-11 |
| VA | RA | APPROVED | 2019-06-11 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
44 Sparrow Pointe, Penfield, NY 14526 • United States
8045 Leesburg Pike Suite 250, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spire Investment Partners, Llc | Mclean | VA | 05/2004 | 06/2019 |
| Triad Advisors | Norcross | GA | 06/2019 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 06/2019 | Present |
| Osaic Wealth, Inc. | Vienna | VA | 08/2024 | Present |
1. Argent Bridge Advisors;investment related;8045 Leesburg Pike,Ste 250,Vienna,Va 22182;financial advising & wealth management;director of research;6/2019;180 hrs/month;6.5 hrs during trading;research & maintain investments,client portfolio support,trading 2. ARGENT BRIDGE 2 BUSINESS ACCELERATION POSITION: Business Exit Advisor NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 8045 Leesburg Pike, Suite 250, Vienna VA 22182, United States DESCRIPTION: Will be consulting with business owners on how to grow business value, determine a structure or framework for selling their business, and begin planning work for that sale.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-14 |
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