Best Investors
Account
Sign in
Best Investors
Account
Sign in
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-23 |
| IL | RA | APPROVED | 2021-09-03 |
| PA | RA | APPROVED | 2020-08-10 |
| MI | RA | APPROVED | 2017-01-18 |
| GA | RA | APPROVED | 2016-09-06 |
| CO | RA | APPROVED | 2016-08-05 |
| SC | RA | APPROVED | 2016-01-27 |
| FL | RA | APPROVED | 2016-01-13 |
| WA | RA | APPROVED | 2016-01-13 |
| OH | RA | APPROVED | 2016-01-06 |
| NC | RA | APPROVED | 2016-01-05 |
| TX | RA | APPROVED | 2016-01-05 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
29638 Detroit Road, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 06/2015 | 08/2024 |
| Triad Hybrid Solutions, Llc | Norcross | GA | 01/2016 | Present |
| Osaic Wealth, Inc. | Westlake | OH | 08/2024 | Present |
1. KARSTEN BRADLEY POSITION: AGENT NATURE: INDEPENDENT INSURANCE AGENT-MEDICARE RELATED PRODUCTS,LIFE/HEALTH INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2011 ADDRESS: 29638 Detroit Road, Westlake OH 44145, United States DESCRIPTION: HELP CLIENTS DETERMINE AND ENROLL IN INSURANCE PLANS 2. RAZZ REAL ESTATE POSITION: owner NATURE: real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2018 ADDRESS: 29638 Detroit Road, Westlake OH 44145, United States DESCRIPTION: owner of property that Blue Waters Wealth Advisors operates from 3. Blue Waters Wealth Advisors; investment related;29638 Detroit Road, Westlake, OH 44145;financial planning; owner, director of financial planning; May/June 2018;175 hrs/month;6.5 hrs during trading; advisor/financial planner 4. Raymond Brown and Associates; investment related;29638 Detroit Rd, Westlake, OH 44145;entity associated with Triad;owner;9/2016;175 hrs/month;6.5 hrs during trading; financial planning, account for Triad/THS fees 5. BLUE WATERS WEALTH ADVISORS POSITION: owner, director of financial planning NATURE: financial planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 32 START DATE: 02/01/2018 ADDRESS: 29638 Detroit Road, Westlake OH 44145, United States DESCRIPTION: advisor/financial planner 6. RAYMOND BROWN AND ASSOCIATES POSITION: owner NATURE: entity associated with Triad INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 09/01/2016 ADDRESS: 29638 Detroit Rd, Westlake OH 44145, United States DESCRIPTION: financial planning, account for Triad/THS fees 7. RAYMOND BROWN AND ASSOCIATES POSITION: owner NATURE: entity associated with Osaic INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 09/01/2016 ADDRESS: 29638 Detroit Rd, Westlake OH 44145, United States DESCRIPTION: financial planning, account for Osaic/OAS fees
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-09 |
Reach out to this advisor