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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-11-01 |
Branch Locations
37 South 5Th Street, Gettysburg, PA 17325 • 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 |
|---|---|---|---|---|
| Ferrara Kampstra | Gettysburg | PA | 11/2012 | 11/2018 |
| Geneos Wealth Management Inc | Gettysburg | PA | 02/2016 | 10/2018 |
| Triad Advisors | Norcross | GA | 11/2018 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 11/2018 | Present |
| Osaic Wealth, Inc. | Gettysburg | PA | 08/2024 | Present |
1) ADAMS COUNTY LIBRARY SYSTEM POSITION: Treasurer NATURE: non-profit corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2025 ADDRESS: 140 Baltimore St, Gettysburg PA 17325, United States DESCRIPTION: board member and treasurer for local public library system 2) KAMPSTRA ENTERPRISES INC DBA KAMPSTRA WEALTH MANAGEMENT POSITION: Operations Manager, Corporate Secretary NATURE: S-corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/01/2018 ADDRESS: 37 S 5th St, Gettysburg PA 17325, United States DESCRIPTION: bookkeeping, HR, vendor management, trading, client service 3) KAMPSTRA REAL ESTATE, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2014 ADDRESS: 6419 Chambersburg Road, Fayetteville PA 17222, United States DESCRIPTION: bookkeeping for real estate leasing LLC 4) KELLY KAMPSTRA - NOTARY POSITION: Notary NATURE: sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2014 ADDRESS: 37 S 5th St, Gettysburg PA 17325, United States DESCRIPTION: notary for clients of Kampstra Wealth Management only 5) KELLY KAMPSTRA POSITION: payee NATURE: personal promissory note INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 6419 Chambersburg Road, Fayetteville PA 17222, United States DESCRIPTION: none
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-29 |
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