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3 Legacy Park Road Suite A, Greenville, SC 29607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-06-26 |
| GA | RA | APPROVED | 2024-06-21 |
| TX | RA | APPROVED_RES | 2024-06-20 |
| SC | RA | APPROVED | 2014-05-21 |
Branch Locations
301 South Mcduffie St., Anderson, SC 29601 • United States
3 Legacy Park Road Suite A, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wagner Wealth Management | Anderson | SC | 01/2007 | Present |
| Wealth Management Advisors, Llc | Geenville | SC | 04/2014 | Present |
| Triad Advisors, Inc. | Norcross | GA | 05/2014 | 04/2021 |
| Arkadios Capital | Atlanta | GA | 04/2021 | Present |
1)WEALTH MANAGEMENT ADVISORS LLC;INVESTMENT RELATED;3 LEGACY PARK ROAD,GREENVILLE,SC 29607;ADVISORY SERVICES;INVESTMENT ADVISOR REP;4/2014;80 HRS/MONTH;4 HRS DURING TRADING;ACTIVE PORTFOLIO MANAGEMENT AND CLIENT SERVICE 2)WAGNER WEALTH MANAGEMENT LLC;INVESTMENT RELATED;301 SOUTH MCDUFFIE STREET,ANDERSON,SC 29624;FINANCIAL ADVISOR;FINANCIAL ADVISOR;1/2007;80 HRS/MONTH;4 HRS DURING TRADING;FINANCIAL ADVISOR 3)Osgood,LLC;not investment related;208 Quail Creek Ln Greenville, SC;single member LLC for business;owner,sole proprietor;1/2016;1 hr/month;0 hrs during trading;owner,sole proprietor 4)Insurance sales;not investment related;301 S. McDuffie St,Anderson,SC;life insurance sales and policy service;agent;1/2017;10 hrs/month;0 hrs during trading;life insurance sales 5) A Child's Haven (Board of Directors);investment related;20 Martin Dr Greenville, SC; therapeutic child care and family treatment services; member, board of directors;1/2016;5 hrs/month;0 hrs during trading; member of the Board of Directors and Finance Committee with access to financials 6) Foothills Alliance (Board of Directors);not investment related;216 E.Calhoun St. Anderson, SC;child abuse prevention and advocacy services;member,board of directors;1/2015;5 hrs/month;0 hrs during trading;Treasurer and member of the Board of Directors with access to financials and authority to sign
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-15 |
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