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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-01-06 |
| ME | RA | APPROVED | 2022-11-23 |
| TX | RA | APPROVED | 2021-01-04 |
| FL | RA | APPROVED | 2018-06-25 |
| NJ | RA | APPROVED | 2018-06-12 |
| CA | RA | APPROVED | 2018-06-08 |
| CO | RA | APPROVED | 2018-06-08 |
| DE | RA | APPROVED | 2018-06-08 |
| NC | RA | APPROVED | 2018-06-08 |
| PA | RA | APPROVED | 2018-06-08 |
| SC | RA | APPROVED | 2018-06-08 |
| VA | RA | APPROVED | 2018-06-08 |
Branch Locations
682 North Brookside Road Suite 100, Allentown, PA 18106 • 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 |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 05/2014 | 08/2024 |
| Osaic Wealth, Inc. | Allentown | PA | 08/2024 | Present |
1. WHITETAIL PROPERTIES,LLC POSITION: OWNER NATURE: REAL ESTATE INVESTMENT/PROPERTY MGMT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2009 ADDRESS: 682 N. BROOKSIDE RD, ALLENTOWN PA 18106, United States DESCRIPTION: REAL ESTATE MANAGEMENT & INVESTMENT 2. EBC COBRA,LLC POSITION: member NATURE: COBRA administration INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2016 ADDRESS: 682 N Brookside Rd, Allentown PA 18106, United States DESCRIPTION: management 3. ABLE PAY HEALTH POSITION: field sales NATURE: medical plan discount program INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 08/16/2018 ADDRESS: 574 Main Street, Bethlehem PA 18018, United States DESCRIPTION: promote and coordinate enrollment of group client's employees with Able Pay Health as a discount program service 4. CENTERSTONE ASSOCIATES, LLC POSITION: 1D PROTECTION (ID SANTUARY NATURE: MY FAMILY LIFE SERVICES MEMBERSHIP INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/06/2017 ADDRESS: 682 BROOKSIDE RD, STE 100, ALLENTOWN PA 18106, United States DESCRIPTION: SALES OF MONTHLY MEMBERSHIP OF MY FAMILY LIFE SERVICES BUNDLE OF 3 SERVICES TO COMPANIES AS A GROUP BENEFIT OR TO INDIVIDUALS AS AN INDIVIDUAL SERVICE 5. Maskenozha Rod & Gun Club; not investment related;549 Maskenozha Dr, Bushkill, PA 18324;rod & gun club;treasurer;2/26/2020;5 hrs./month;0 hrs. during trading; treasurer-keeping books and financial records, paying bills, depositing receipts, presenting financial reports to board & membership. Will have check writing authority 6. INDICON,INC./EMPLOYEE BENEFITS CONSULTANTS POSITION: PARTNER/OWNER/IND INS AGENT NATURE: DISAB,FIXED ANNUITY,LIFE/ACC/HLTH,LTC Also preform administrative duties for client's SIMPLE IRA plans. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1997 ADDRESS: 682 N. BROOKSIDE RD, ALLENTOWN PA 18106, United States DESCRIPTION: INSURANCE CONSULTING/SALES Also preform administrative duties for client's SIMPLE IRA plans 7. MASKENOZHA ROD & GUN CLUB POSITION: treasurer NATURE: rod & gun club INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 02/26/2020 ADDRESS: Maskenozha Rod & Gun Club, 549 Maskenozha Dr, Bushkill PA 18324, United States DESCRIPTION: treasurer-keeping books and financial records, paying bills, depositing receipts, presenting financial reports to board & membership, will have check writing authority
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-20 |
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