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Current Employers
Wealth Management Advisors, Llc

3 Legacy Park Road Suite A, Greenville, SC 29607 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • LA RA
    APPROVED
    Since 2024-06-26
  • GA RA
    APPROVED
    Since 2024-06-21
  • TX RA
    APPROVED_RES
    Since 2024-06-20
  • SC RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2007 → Present
    Wagner Wealth Management
    Anderson, SC
  • 04/2014 → Present
    Geenville, SC
  • 05/2014 → 04/2021
    Triad Advisors, Inc.
    Norcross, GA
  • 04/2021 → Present
    Arkadios Capital
    Atlanta, GA
Previous Registrations
  • 2011-04-13 → 2014-05-19
    Ic Advisory Services, Inc.
    Anderson, SC
    Bedminster, NJ
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-12
S63 Uniform Securities Agent State Law Examination 2007-10-15
  • S65 Uniform Investment Adviser Law Examination
    2011-04-12
  • S63 Uniform Securities Agent State Law Examination
    2007-10-15
Other Names
  • Jennifer Lynn Wright
  • Jenn Osgood
  • Jennifer Lynn Wright

View on SEC IAPD

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