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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-08-23 |
| CA | RA | APPROVED | 2024-08-23 |
| CO | RA | APPROVED | 2024-08-23 |
| DE | RA | APPROVED | 2024-08-23 |
| FL | RA | APPROVED | 2024-08-23 |
| IN | RA | APPROVED | 2024-08-23 |
| KY | RA | APPROVED | 2024-08-23 |
| MA | RA | APPROVED | 2024-08-23 |
| MI | RA | APPROVED | 2024-08-23 |
| MN | RA | APPROVED | 2024-08-23 |
| MS | RA | APPROVED | 2024-08-23 |
| NV | RA | APPROVED | 2024-08-23 |
| NJ | RA | APPROVED | 2024-08-23 |
| NC | RA | APPROVED | 2024-08-23 |
| OH | RA | APPROVED | 2024-08-23 |
| PA | RA | APPROVED | 2024-08-23 |
| SC | RA | APPROVED | 2024-08-23 |
| TX | RA | APPROVED_RES | 2024-08-23 |
| VA | RA | APPROVED | 2024-08-23 |
| WV | RA | APPROVED | 2024-08-23 |
| WI | RA | APPROVED | 2024-08-23 |
Branch Locations
10245 Centurion Parkway North Suite 108, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 02/2014 | 02/2021 |
| Triad Advisors | Norcross | GA | 02/2021 | 08/2024 |
| Osaic Wealth, Inc. | Jacksonville | FL | 08/2024 | Present |
1) MULTIPLE CARRIERS;NOT INVESTMENT RELATED;10245 CENTURION PARKWAY N,SUITE 108,JACKSONVILLE,FL;INSURANCE;11/1/2014;15 HRS/MONTH;1 HR DURING TRADING;HELPING CLIENTS IN THE ACQUISITION OF INSURANCE PRODUCTS 2) EXCALIBUR FINANCIAL SERVICES POSITION: Producer NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2014 ADDRESS: 10245 Centurion Pkwy N, SUITE 108, Jacksonville FL 32256, United States DESCRIPTION: Providing Insurance products to fit clients needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-27 |
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