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Tracie Probst Handberg

Verisail Partners, LLC

Chamblee, GA

Oviedo, FL

CRD 7296688

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Employer firm

Verisail Partners, LLC CRD 153751

$284M regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Verisail Partners, Llc

5256 Peachtree Road Suite 170, Chamblee, GA 30341 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-02-12
FL RA APPROVED 2024-01-24
  • GA RA
    APPROVED
    Since 2024-02-12
  • FL RA
    APPROVED
    Since 2024-01-24

Branch Locations

5256 Peachtree Road Suite 170, Chamblee, GA 30341 • United States

Oviedo, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Verisail Partners Chamblee GA 11/2021 Present
Stonebridge Financial Planning Group, Llc Orlando FL 09/2020 06/2021
None Oviedo FL 11/2013 09/2020
None Oviedo FL 07/2021 10/2021
  • 11/2021 → Present
    Verisail Partners
    Chamblee, GA
  • 09/2020 → 06/2021
    Stonebridge Financial Planning Group, Llc
    Orlando, FL
  • 11/2013 → 09/2020
    None
    Oviedo, FL
  • 07/2021 → 10/2021
    None
    Oviedo, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-18
  • S65 Uniform Investment Adviser Law Examination
    2023-07-18
Designations
  • Certified Financial Planner
Other Names
  • Tracie Lynn Probst

View on SEC IAPD

Nearby Firms

ZUMA CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

BRENT STEVEN MORRISON
Ronak Vinod Raman
SCOTT RICHARD VOIGT

Nearby Offices

ZUMA CAPITAL MANAGEMENT, LLC · CHAMBLEE, GA
J.P. MORGAN SECURITIES LLC · CHAMBLEE, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Chamblee, GA

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