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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-15 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
123 W Mills Ave Suite 200, El Paso, TX 79901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | El Paso | TX | 07/2012 | 02/2024 |
| Raymond James Financial Services Advisors Inc. | El Paso | TX | 07/2012 | 02/2024 |
| Fischer Wealth Mamagement | El Paso | TX | 05/2015 | 02/2024 |
| Triad Advisors | Atlanta | GA | 03/2024 | 08/2024 |
| Triad Hybrid Solutions | Atlanta | GA | 03/2024 | Present |
| Osaic Wealth, Inc. | El Paso | TX | 08/2024 | Present |
1. STRATEGIC WEALTH POSITION: Registered Client Liaison NATURE: The structure of the business is to provide financial advice and offer sales of commission. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 6 START DATE: 02/16/2024 ADDRESS: 123 W Mills Ave, Suite 200, El Paso TX 79901, United States DESCRIPTION: Administrative assistance and support to financial advisors. 2. M FINANCIAL POSITION: Registered Client Liaison NATURE: The structure of the business is to provide financial advice and offer sales of commission and offer LTC, disability and life insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 6 START DATE: 02/16/2024 ADDRESS: 1125 NW Couch St, Suite 900, Portland OR 97209, United States DESCRIPTION: Administrative assistant and support to financial advisors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-07 |
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