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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-08-23 |
| CO | RA | APPROVED | 2024-08-23 |
| FL | RA | APPROVED | 2024-08-23 |
| GA | RA | APPROVED | 2024-08-23 |
| VA | RA | APPROVED | 2024-08-23 |
Branch Locations
501 Pulliam St Ste 531, Atlanta, GA 30312 • United States
Atlanta, GA • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 12/1999 | 08/2024 |
| Vining Financial | Marietta | GA | 01/2000 | Present |
| Wealth & Pension Services Group, Inc. | Canton | GA | 02/2015 | Present |
| Osaic Wealth, Inc. | Canton | GA | 08/2024 | Present |
1) AMA CAPITAL MANAGEMENT,INC. POSITION: president NATURE: dba INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 6 START DATE: 12/01/1999 ADDRESS: 306 Bennington Pl, Canton GA 30115, United States DESCRIPTION: manage client securities & retirement assets 2) ALLAN MEARS POSITION: owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2006 ADDRESS: 306 Bennington Pl, Canton GA 30115, United States DESCRIPTION: manage reservations, payment of visitors renting vacation condominium 3) INSURANCE POSITION: Agent NATURE: Insurance producer INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/01/1999 ADDRESS: 2300 Windy Ridge Pkwy, STE 750, Atlanta GA 30339, United States DESCRIPTION: Opening and managing variable contracts held directly at the sponsor company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-30 |
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