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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2023-06-20
  • SC RA
    APPROVED
    Since 2023-06-20

Branch Locations

135 J Eagles Nest Drive, Seneca, SC 29678 • United States

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • 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
Full Time Student Easley SC 01/2013 06/2019
Smithfields Country Club Easley SC 06/2019 08/2019
Blue Ridge Data Piedmont SC 12/2019 01/2020
Blue Ridge Data Piedmont SC 06/2020 08/2020
Blue Ridge Data Piedmont SC 12/2020 01/2021
Purpose Wealth Management Easley SC 06/2021 08/2021
Instacart San Francisco CA 06/2021 06/2022
Carolina Bounce Seneca CA 05/2022 06/2022
Full Time Student Central SC 08/2019 Present
Frierson Capital Management Seneca SC 06/2022 Present
Triad Advisors Norcross GA 06/2022 08/2024
Triad Hybrid Solutions Norcross GA 06/2022 Present
Osaic Wealth, Inc. Seneca SC 08/2024 Present
  • 01/2013 → 06/2019
    Full Time Student
    Easley, SC
  • 06/2019 → 08/2019
    Smithfields Country Club
    Easley, SC
  • 12/2019 → 01/2020
    Blue Ridge Data
    Piedmont, SC
  • 06/2020 → 08/2020
    Blue Ridge Data
    Piedmont, SC
  • 12/2020 → 01/2021
    Blue Ridge Data
    Piedmont, SC
  • 06/2021 → 08/2021
    Purpose Wealth Management
    Easley, SC
  • 06/2021 → 06/2022
    Instacart
    San Francisco, CA
  • 05/2022 → 06/2022
    Carolina Bounce
    Seneca, CA
  • 08/2019 → Present
    Full Time Student
    Central, SC
  • 06/2022 → Present
    Frierson Capital Management
    Seneca, SC
  • 06/2022 → 08/2024
    Triad Advisors
    Norcross, GA
  • 06/2022 → Present
    Triad Hybrid Solutions
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Seneca, SC
Other Businesses

1. Frierson Capital Management; investment related;135 J Eagles Nest Drive,Seneca,SC 29678;sole proprietorship; operations support;6/20/2022;160 hrs/month;130 hrs during trading;answering client phone calls,assisting clients,new account paperwork,RMDs 2. FRIERSON CAPITAL MANAGEMENT POSITION: Financial Advisor NATURE: DBA for Frierson Financials LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/20/2022 ADDRESS: 135 J Eagles Nest Drive, Seneca SC 29678, United States DESCRIPTION: client meetings, making investment recommendations, answering client phone calls,assisting clients,new account paperwork,RMDs 3. DEVYN LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/28/2024 ADDRESS: 210 Providence Court, Seneca SC 29678, United States DESCRIPTION: This is an LLC to help with bookkeeping and taxes for my compensation as a financial advisor at Frierson Capital Management. 4. INDEPENDENT INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Independent Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/24/2023 ADDRESS: 135 J Eagles Nest Drive, Seneca SC 29678, United States DESCRIPTION: Selling life insurance/fixed annuities to clients 5.RIGHTVIEW PRIVATE WEALTH POSITION: Financial Advisor NATURE: DBA for Frierson Financials LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/10/2026 ADDRESS: 135 Eagles Nest Drive, Ste J, Seneca SC 29678, United States DESCRIPTION: client meetings, making investment recommendations, answering client phone calls,assisting clients,new accountpaperwork, RMD's

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-16
  • S66 Uniform Combined State Law Examination
    2023-06-16
Other Names
  • Devyn Bond

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