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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-08-23 |
| FL | RA | APPROVED | 2024-08-23 |
| GA | RA | APPROVED | 2024-08-23 |
| IL | RA | APPROVED | 2024-08-23 |
| IN | RA | APPROVED | 2024-08-23 |
| KY | RA | APPROVED | 2024-08-23 |
| LA | RA | APPROVED | 2024-08-23 |
| NC | RA | APPROVED | 2024-08-23 |
| OH | RA | APPROVED | 2024-08-23 |
| SC | RA | APPROVED | 2024-08-23 |
| TX | RA | APPROVED | 2024-08-23 |
| VA | RA | APPROVED | 2024-08-23 |
Branch Locations
4779 South Atlanta Road Se Suite 250, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 03/2006 | 08/2024 |
| Osaic Wealth, Inc. | Atlanta | GA | 08/2024 | Present |
1)ASSET ADVISORS GROUP,LLC POSITION: owner NATURE: financial education, tax planning, tax return preparation & film tax credits sales INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2008 ADDRESS: 4779 S. Atlanta Rd SE, Ste # 250, Atlanta GA 30339, United States DESCRIPTION: lead CFP programs at universities throughout the country, create tax minimization plans and offer film tax credits 2) APPOINTMENT WITH MULTIPLE CARRIERS FOR LIFE INSURANCE AND LONG-TERM CARE INSURANCE AND DISABILITY POSITION: owner NATURE: life, disability and long-term care sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2008 ADDRESS: 4779 S. Atlanta Rd SE, Ste # 250, Atlanta GA 30339, United States DESCRIPTION: determine appropriate life insurance for clients, as well as disability insurance and long-term care
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-18 |
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