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Current Employers
Osaic Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-01-15
TX RA APPROVED_RES 2026-01-14
MD RA APPROVED 2022-11-25
PA RA APPROVED 2022-04-07
  • NC RA
    APPROVED
    Since 2026-01-15
  • TX RA
    APPROVED_RES
    Since 2026-01-14
  • MD RA
    APPROVED
    Since 2022-11-25
  • PA RA
    APPROVED
    Since 2022-04-07

Branch Locations

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

37 S Fifth Street, Gettysburg, PA 17325 • 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
Triad Advisors Norcross GA 06/2021 08/2024
Kampstra Wealth Management Gettysburg PA 06/2021 Present
Holiday Inn Express Shippensburg PA 12/2020 06/2021
Shippensburg University Shippensburg PA 08/2017 05/2021
Giant Food Stores Carlisle PA 09/2015 10/2020
Cumberland Valley Hs Mechanicsburg PA 08/2011 08/2017
Triad Hybrid Solutions Norcross GA 06/2021 Present
Osaic Wealth, Inc. Gettysburg PA 08/2024 Present
  • 06/2021 → 08/2024
    Triad Advisors
    Norcross, GA
  • 06/2021 → Present
    Kampstra Wealth Management
    Gettysburg, PA
  • 12/2020 → 06/2021
    Holiday Inn Express
    Shippensburg, PA
  • 08/2017 → 05/2021
    Shippensburg University
    Shippensburg, PA
  • 09/2015 → 10/2020
    Giant Food Stores
    Carlisle, PA
  • 08/2011 → 08/2017
    Cumberland Valley Hs
    Mechanicsburg, PA
  • 06/2021 → Present
    Triad Hybrid Solutions
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Gettysburg, PA
Other Businesses

1) KAMPSTRA ENTERPRISES DBA KAMPSTRA WEALTH MANAGEMENT POSITION: financial advisor/shareholder NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2022 ADDRESS: 37 S 5th St, Gettysburg PA 17325, United States DESCRIPTION: provide investment advice, financial planning and sell securities. Also business management and shareholder oversight.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-12
  • S66 Uniform Combined State Law Examination
    2022-01-12

View on SEC IAPD

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