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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-29 |
| TX | RA | APPROVED_RES | 2023-09-27 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
900 S. Pine Island Rd Suite 650, Plantation, FL 33324 • 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 |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Newport Beach | CA | 09/2011 | 07/2019 |
| Girard Securities, Inc | Fort Lauderdale | FL | 10/2011 | 11/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2017 | 08/2020 |
| Goldman Sachs | Fort Lauderdale | FL | 07/2019 | 09/2023 |
| Triad Advisors | Norcross | GA | 09/2023 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 09/2023 | Present |
| Osaic Wealth, Inc. | Plantation | FL | 08/2024 | Present |
1. RABSCO,LLC POSITION: member NATURE: llc INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2023 ADDRESS: 21884 Reflection Lane, Boca Raton FL 33428, United States DESCRIPTION: general and administrative duties
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-14 |
| S65 | Uniform Investment Adviser Law Examination | 2015-05-06 |
| S66 | Uniform Combined State Law Examination | 2012-08-03 |
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