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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-24 |
| AR | RA | APPROVED | 2024-10-15 |
| CO | RA | APPROVED | 2024-10-15 |
| MI | RA | APPROVED | 2024-10-15 |
| MN | RA | APPROVED | 2024-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Services | Winter Park | CO | 11/2008 | Present |
| Moffat Restaurant | Winter Park | CO | 06/2004 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
| Osaic Advisory Services | Atlanta | GA | 10/2024 | Present |
1. ZEPHYR MOUNTAIN LODGE WINTER PARK RESORT IS NON-SECURITIES RELATED, STARTED IN NOV 2011. GUEST SERVICES DEVOTES 26 HRS PER MONTH; 0 HRS DURING MARKET HRS. 12/2/11 2. WINTER PARK RESORT LODGING POSITION: Front Desk Agent NATURE: Lodging for ski resort on weekends for a ski pass INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 85 Parsenn Rd, Winter Park CO 80482, United States DESCRIPTION: Front Desk/Concierge 3. WINTER PARK RANCH WATER DEPARTMENT POSITION: Board Member NATURE: Board Member for Water District INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2021 ADDRESS: 601 Park Pl, Fraser CO 80442, United States DESCRIPTION: Board meetings to make budget and capital project decisions. Budget and capital project decisions involve the managers salary and the cost of maintaining/replacing pumps, tanks, and water filtration for our association. Collective 5 person board makes the decision often at the recommendation of the manager. 4. RYAN WEIER POSITION: Owner NATURE: Sole Proprieter INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2016 ADDRESS: 80 GCR 8500, C204, Fraser CO 80442, United States DESCRIPTION: Long Term Rental for Locals. Monthly rent payments of $1800 5. RYAN WEIER POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2020 ADDRESS: 240 Vasquez Road, Unit C1, Winter Park CO 80482, United States DESCRIPTION: Rental Property wiht long term tenant paying $2598/monthly
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-11 |
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