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1602 Abbey Court, Alpharetta, GA 30004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors | Norcross | GA | 03/2000 | 08/2024 |
| Vining Financial Ser | Marietta | GA | 09/1995 | 10/2020 |
| Incompass Financial Partners, Llc | Marietta | GA | 10/2020 | Present |
| Osaic Wealth, Inc. | Marietta | GA | 08/2024 | Present |
1) Incompass Financial Partners,LLC;investment related;4494 Lower Roswell Road,Ste 4,Marietta,GA 30068;investment mgmt & financial planning;client services & financial planning manager;1/20/2022;160 hrs/month;6.5 hrs during trading;handling client servicing requests,opening advisory accounts,inputting & running financial plans,meeting with clients 2) LUCY SCOTT POSITION: Notary Public NATURE: notary public Cobb County, GA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/06/2020 ADDRESS: 3914 Hollander Downs, Marietta GA 30066, United States DESCRIPTION: notarize forms from time to time 3) INCOMPASS FINANCIAL PARTNERS POSITION: Registered Admin NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 6 START DATE: 10/01/2020 ADDRESS: 4994 Lower Roswell Rd, Ste 4, Marietta GA 30068, United States DESCRIPTION: financial planning;financial planner;10/2020;160 hrs/month;6.5 hrs during trading;financial planning,servicing clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-23 |
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