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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-04-05 |
| FL | RA | APPROVED | 2023-03-22 |
| SC | RA | APPROVED | 2023-03-13 |
| NC | RA | APPROVED | 2023-03-10 |
| HI | RA | APPROVED | 2023-03-06 |
| AL | RA | APPROVED | 2023-03-03 |
| CA | RA | APPROVED | 2023-03-03 |
| CO | RA | APPROVED | 2023-03-03 |
| TX | RA | APPROVED | 2023-03-03 |
| VA | RA | APPROVED | 2023-03-03 |
Branch Locations
101 North Cascade Avenue Suite 320, Colorado Springs, CO 80903 • 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 |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Newport Beach | CA | 09/2014 | 12/2017 |
| Girard Securities | Colorado Springs | CO | 09/2014 | 11/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 12/2017 |
| Spire Investment Partners Llc | Colorado Springs | CO | 12/2017 | 03/2023 |
| Triad Advisors | Norcross | GA | 03/2023 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 03/2023 | Present |
| Osaic Wealth, Inc. | Colorado Springs | CO | 08/2024 | Present |
1. PAPA WEALTH MANAGEMENT LLC POSITION: owner NATURE: llc INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/25/2005 ADDRESS: 101 N Cascade Ave, Suite 320, Colorado Springs CO 80903, United States DESCRIPTION: IAR for registered investment advisor,retirement income planning 2. INDEPENDENT INSURANCE AGENT POSITION: insurance agent NATURE: fixed insurance with various carriers INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/1990 ADDRESS: 101 N Cascade Ave, Suite 320, Colorado Springs CO 80903, United States DESCRIPTION: fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-03 |
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