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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-11 |
| OH | RA | APPROVED | 2020-12-07 |
| AL | RA | APPROVED | 2020-09-09 |
| PA | RA | APPROVED | 2020-09-01 |
| FL | RA | APPROVED | 2020-06-30 |
| GA | RA | APPROVED | 2020-06-22 |
| MI | RA | APPROVED | 2020-06-19 |
| MO | RA | APPROVED | 2020-06-19 |
| NC | RA | APPROVED | 2020-06-19 |
| SC | RA | APPROVED | 2020-06-19 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
242 South Pleasantburg Drive, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc | Greenville | SC | 06/2011 | 06/2020 |
| Raymond James Financial Services Advisors Inc. | Greenville | SC | 06/2011 | 06/2020 |
| Bank Of Travelers Rest | Greenville | SC | 05/2011 | 06/2020 |
| Jesse & Angela Hansford (Personal) | Simpsonville | SC | 04/2017 | Present |
| Loaves And Fishes | Greenville | SC | 09/2018 | Present |
| Bbb Education Foundation, Inc. | Greenville | SC | 05/2018 | Present |
| Travelers Rest Bancshares Inc. | Greenville | SC | 05/2012 | 06/2020 |
| Triad Advisors | Norcross | GA | 06/2020 | 07/2022 |
| Triad Hybrid Solutions | Norcross | GA | 06/2020 | 07/2022 |
| Osaic Advisory Services | Greenville | SC | 07/2022 | Present |
1)Loaves & Fishes;not investment related;25 Woods Lake Rd,#810,Greenville,SC 29607;non-profit working to eliminate hunger;treasurer;8/2018;5 hrs/month;2 hrs during trading;oversee financials 2)Professional Planning & Wealth;investment related;242 S Pleasantburg Dr,Greenville, SC 29607;wealth management;managing director;6/2020;160 hrs/month;6.5 hrs during trading;dba entity 3)Hansford rental house;not investment related;802 Powderhorn Rd,Simpsonville,SC 29681;rental property;owner;4/2017;1 hr/month;0 hrs during trading;oversee management company on my property 4)Random Gleanings;investment related;242 S Pleasantburg Dr,Greenville,SC 29607;blog/video blog;contributor;7/31/2020;4 hrs/month;0 hrs during trading;write/discuss economic,market or planning related topics as a tool for client communication and public marketing 5) Professional Planning & Wealth-Office Sharing; Investment related: yes; 242 S. Pleasantburg Dr., Greenville, SC 29607; Nature or Structure of Business: LLC; Position: Owner; Start date: 04/2024; hours per month: 0; securities trading hours 0; Duties: Owning the building and accepting rent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-07 |
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