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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-08 |
Branch Locations
2525 Meridian Parkway, Suite 60, Durham, NC 27713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2015 | 12/2016 |
| Ameriprise Financial Services Inc. | Durham | NC | 03/2017 | 11/2020 |
| Ameriprise Financial Services Inc | Durham | SC | 01/2017 | 03/2017 |
| Securities America, Inc. | Durham | NC | 11/2020 | 06/2024 |
| Arbor Point Advisors | Durham | NC | 11/2020 | 11/2024 |
| Osaic Wealth, Inc. | Durham | NC | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
***INSURANCE SALES POSITION: Sales NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/20/2020 ADDRESS: 2525 Meridian Pkwy, Durham NC 27517 DESCRIPTION: Insurance ***APA POSITION: Financial Advisor NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 11/20/2020 ADDRESS: 2525 Meridian Pkwy, Durham NC 27517 DESCRIPTION: Advisory ***DBA - Gaulden & Associates
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-04 |
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