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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-08 |
| MO | RA | APPROVED | 2024-11-08 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Chesterfield | MO | 09/2005 | 03/2022 |
| Securities America, Inc. | Saint Charles | MO | 03/2022 | 06/2024 |
| Arbor Point Advisors | Saint Charles | MO | 03/2022 | 11/2024 |
| Osaic Wealth, Inc. | Saint Charles | MO | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
DBA - AB Wealth Management ABEL & ASSOCIATES, LLC POSITION: owner NATURE: Abel & Associates, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 828 South Main, St. Charles MO 63301 DESCRIPTION: This LLC is used to receive fees from securities services. It will also be used for payroll expenses that work for Abel & Associates, LLC. ADVISORY AFFILIATION: ARBOR POINT ADVISORS POSITION: advisor NATURE: RIA that charges fees on investment accounts INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 03/24/2022 ADDRESS: 828 South Main Street, St. Charles MO 63301 DESCRIPTION: Provide advisory based services. INSURANCE SALES POSITION: insurance agent NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/24/2022 ADDRESS: 828 South Main Street, St. Charles MO 63301 DESCRIPTION: soliciting based on client needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-19 |
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