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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-16 |
| RI | RA | APPROVED | 2025-01-16 |
Branch Locations
90 East Halsey Road Suite 351, Parsippany, NJ 07054 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | San Diego | CA | 08/2015 | 06/2020 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 06/2020 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
| Osaic Advisory Services | Atlanta | GA | 10/2024 | Present |
76 Wealth Advisory LLC- Business Description-Insurance, not investment related, start date is 1/1/2023 Client Reviews, 160 Hours devoted per month, 160 hours devoted during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-24 |
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