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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-08-31 |
| CT | RA | APPROVED | 2025-11-04 |
| DE | RA | APPROVED | 2025-11-04 |
| NH | RA | APPROVED | 2025-11-04 |
| NY | RA | APPROVED | 2025-11-04 |
| UT | RA | APPROVED | 2025-11-04 |
| FL | RA | APPROVED | 2025-03-19 |
| NV | RA | APPROVED | 2021-04-23 |
| MA | RA | APPROVED | 2019-05-28 |
| DC | RA | APPROVED | 2019-05-22 |
| VI | RA | APPROVED | 2019-05-09 |
| NJ | RA | APPROVED | 2019-05-08 |
| NM | RA | APPROVED | 2019-05-08 |
| CA | RA | APPROVED | 2019-05-07 |
| CO | RA | APPROVED | 2019-05-07 |
| IN | RA | APPROVED | 2019-05-07 |
| MD | RA | APPROVED | 2019-05-07 |
| MI | RA | APPROVED | 2019-05-07 |
| MO | RA | APPROVED | 2019-05-07 |
| NC | RA | APPROVED | 2019-05-07 |
| OH | RA | APPROVED | 2019-05-07 |
| PA | RA | APPROVED | 2019-05-07 |
| SC | RA | APPROVED | 2019-05-07 |
| TX | RA | APPROVED | 2019-05-07 |
| VA | RA | APPROVED | 2019-05-07 |
Branch Locations
8045 Leesburg Pike Suite 250, Vienna, VA 22182 • 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 |
|---|---|---|---|---|
| Spire Wealth Management | Mclean | VA | 02/1997 | 05/2019 |
| Spire Investment Partners | Mclean | VA | 11/2007 | 05/2019 |
| Triad Advisors | Norcross | GA | 05/2019 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 05/2019 | Present |
| Osaic Wealth, Inc. | Vienna | VA | 08/2024 | Present |
1. ARGENT BRIDGE ADVISORS POSITION: Managing Partner NATURE: NHA Holdings LLC dba Argent Bridge Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 05/03/2019 ADDRESS: 8045 Leesburg Pike, Ste 250, Vienna VA 22182, United States DESCRIPTION: wealth advisor 2. Second Saturday;not investment related;seminar;speaker,host;2/12/2020;3 hrs/month;0 hrs during trading;speaker 3. DONE WITH DIVORCE POSITION: provide educational content NATURE: educational material provided on divorce topics online INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2020 ADDRESS: 8045 Leesburg Pike, Suite 250, Vienna VA 22182, United States DESCRIPTION: provide content, educational material related to divorce financial planning 4. ARGENT BRIDGE 2 DIVORCE POSITION: CDFA NATURE: NHA Holdings, LLC DBA Argent Bridge 2 Divorce (AB2D) INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/01/2021 ADDRESS: 8045 Leesburg Pike, Suite 250, Vienna VA 22182, United States DESCRIPTION: Manage divorce financial planning team, work with clients on divorce financial planning 5. ARGENT BRIDGE ADVISORS POSITION: agent NATURE: NHA Holdings, LLC dba Argent Bridge Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/03/2019 ADDRESS: 8045 Leesburg Pike, Suite 250, Vienna VA 22182, United States DESCRIPTION: provide insurance quotes, support underwriting of life insurance, offer fixed annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-26 |
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