Richard Mansfield Poore

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 08/2024
  Triad Advisors, Inc
  Norcross, GA
• 09/2011 → Present
  Ashworth & Sullivan Wealth Management Group, Llc
  Atlanta, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Alpharetta, GA

Previous Registrations

• 2021-11-10 → 2024-08-23
  Triad Advisors Llc
  Milton, GA
  Alpharetta, GA
  Atlanta, GA
  Alpharetta, GA
• 2011-10-06 → 2021-12-14
  Bluechip Wealth Advisors Llc
  Milton, GA
• 2009-11-24 → 2011-06-29
  Strategic Advisers Llc
  Atlanta, GA

Other Businesses

1) PARTNER IN HALFWAY COMMONS ALONG WITH FAMILY MEMBERS. POSITION: Partner NATURE: IT IS A COMMERCIAL HIGHWAY PROPERTY WHICH WILL BE SOLD. LESS THAN 1 HR A MONTH IS DEDICATED TO THIS INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/15/2006 ADDRESS: 10889 Saint Andrews Dr, Union KY 41091, United States DESCRIPTION: Silent Partner 2) LICENSED INSURANCE AGENT POSITION: insurance agent NATURE: insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/23/2011 ADDRESS: 11175 Cicero Dr, Ste 100, Alpharetta GA 30022, United States DESCRIPTION: gathering client info, assessing client needs, researching options, presentation of solutions, collection of paperwork, policy delivery 3) RMP WEALTH MANAGEMENT, LLC POSITION: registered agent NATURE: LLC for recordkeeping INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2011 ADDRESS: 11175 Cicero Dr, Ste 100, Alpharetta GA 30022, United States DESCRIPTION: RMP Wealth Management LLC is an entity used for shell account purposes only, in which no compensation is received, and not doing business as. 4) PARTNER IN HALFWAY COMMONS ALONG WITH FAMILY MEMBERS. POSITION: Partner NATURE: IT IS A COMMERCIAL HIGHWAY PROPERTY WHICH WILL BE SOLD. LESS THAN 1 HR A MONTH IS DEDICATED TO THIS INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/15/2006 ADDRESS: PO Box 72039, Newport KY 41071, United States DESCRIPTION: Silent Partner

Exams

• S66 Uniform Combined State Law Examination
  2005-11-28
• S63 Uniform Securities Agent State Law Examination
  1992-11-11