Charles Howard Goldberg

Current Employers

Employment History

• 12/2011 → 08/2024
  Triad Advisors
  Norcross, GA
• 12/2011 → Present
  Financial Innovations, Llc
  Atlanta, GA
• 09/2016 → 12/2019
  123College.COm
  Deerfield, FL
• 01/2001 → Present
  United Property Services, Llc
  Atlanta, GA
• 01/1994 → Present
  Charles H Goldberg, Cpa
  Atlanta, GA
• 01/1992 → Present
  Charles H Goldberg, Esq.
  Atlanta, GA
• 11/2020 → 12/2022
  Hebrew Order Of David, Lodge Carmel
  Atlanta, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Atlanta, GA

Previous Registrations

• 2010-09-03 → 2011-12-22
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
• 2005-01-24 → 2010-09-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alpharetta, GA
  Alpharetta, GA

Other Businesses

1. UNITED PROPERTY SERVICES, LLC; NOT INVESTMENT RELATED; 4514 CHAMBLEE DUNWOODY RD #190, ATLANTA, GA 30338; MANAGEING MY RENTAL PROPERTIES; OWNER; 01/2001; 12 HRS/MONTH; 0HRS/TRADEDAY; NO COMPENSATION - COLLECT INCOME FROM LLC; COLLECT RENT, PAY BILLS, ACCOUNTING AND RECORD KEEPING; MANAGE REPAIRS. 2. CPA; not investment related;4509 Village Springs Place, Atlanta, GA 30338; tax return preparation; CPA; 2/1/2017;15 hrs/month; 0 hrs during trading; prepare federal and state(Georgia) income tax returns for several individual clients for a fixed fee. 3. Financial Innovations, LLC; investment related; 6111 Peachtree Dunwoody Rd,#F101,Atlanta,GA 30328;financial;financial advisor;2011;40 hrs/month;6.5 hrs during trading; financial planning, investment advisor. 4. CHARLES GOLDBERG POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2011 ADDRESS: 6111 Peachtree Dunwoody Rd, Ste F101, Atlanta GA 30338, United States DESCRIPTION: Long Term Care Insurance, life insurance, disability insurance as part of comprehensive financial planning.

Exams

• S66 Uniform Combined State Law Examination
  2005-01-21

Other Names

• Charles H Goldberg