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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-14 |
| CO | RA | APPROVED | 2023-11-13 |
| TX | RA | APPROVED_RES | 2023-11-13 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
88 Inverness Circle East Suite H-101, Englewood, CO 80112 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spc | Ann Arbor | MI | 03/2010 | 11/2023 |
| Parkland Securities, Llc | Ann Arbor | MI | 08/2014 | 11/2023 |
| Triad Advisors | Norcross | GA | 11/2023 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 11/2023 | Present |
| Osaic Wealth, Inc. | Englewood | CO | 08/2024 | Present |
1. CLEARVIEW FINANCIAL,LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/25/2019 ADDRESS: 88 Inverness Circle East, Suite H-101, Englewood CO 80112, United States DESCRIPTION: offers financial services, sells various lines of insurance through various insurance companies, owner, dba 2. RIVERS EDGE LLC POSITION: owner NATURE: Its a cabin that we VRBO INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2021 ADDRESS: 3173 Soaring Eagle Lane, Castle Rock CO 80109, United States DESCRIPTION: co - owner and receive rental income from cabins rented through VRBO 3. ENGLEWOOD KNOLLS LLC POSITION: Investing partner silent NATURE: This is an LLC that we are building a small house subdivision. We will have a total of 4 houses built and sold. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/29/2024 ADDRESS: 5095 S. Gallepego S., Englewood CO 80110, United States DESCRIPTION: Silent investing partner. 4. BIRD DOG BUNKHOUSE LLC POSITION: president NATURE: This is the LLC that holds the branch office. We pay rent to this LLC for the office we use. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/10/2011 ADDRESS: 88 Inverness Circle East, Englewood CO 80112, United States DESCRIPTION: I own the LLC that holds the property that is our branch office.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-15 |
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