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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-02-23 |
| IL | RA | APPROVED | 2021-02-11 |
| WI | RA | APPROVED | 2020-09-28 |
Branch Locations
4311 N Lightning Drive Suite #2, Appleton, WI 54913 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Cancer Society | Waukesha | WI | 11/2015 | 07/2019 |
| Thrivent Investment Management Inc | Appleton | WI | 06/2019 | 12/2019 |
| Thrivent Financial | Appleton | WI | 07/2019 | 11/2019 |
| Thrivent Financial | Appleton | WI | 11/2019 | 12/2019 |
| Triad Advisors | Norcross | GA | 01/2020 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 09/2020 | Present |
| Osaic Wealth, Inc. | Appleton | WI | 08/2024 | Present |
1. Investment Designers, LLC; POSITION: agent NATURE: dba INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2020 ADDRESS: 4311 N Lightning Drive, Suite 2, Appleton WI 54913, United States DESCRIPTION: provide financial advice & insurance solutions 2. INSURANCE POSITION: Financial Planner NATURE: Investment Designers, Inc. INVESTMENT RELATED: Yes, NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 4311 N. Lightning Drive, Suite 2, Appleton WI 54913, United States DESCRIPTION: David is Life and Health Insurance Licensed and provides insurance policies in the course of financial planning for his clients, if the plan warrants it.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-03 |
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