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Current Employers
Jefferies Investment Advisers Llc

520 Madison Avenue, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-11-10
MA RA APPROVED 2025-11-04
OR RA APPROVED 2025-10-21
AZ RA APPROVED 2025-10-07
FL RA APPROVED 2025-09-25
ND RA APPROVED 2025-09-22
WV RA APPROVED 2025-09-22
NV RA APPROVED 2025-09-19
NM RA APPROVED 2025-09-19
SD RA APPROVED 2025-09-19
VI RA APPROVED 2025-09-19
AL RA APPROVED 2025-09-18
AK RA APPROVED 2025-09-18
AR RA APPROVED 2025-09-18
CA RA APPROVED 2025-09-18
CO RA APPROVED 2025-09-18
CT RA APPROVED 2025-09-18
DE RA APPROVED 2025-09-18
HI RA APPROVED 2025-09-18
ID RA APPROVED 2025-09-18
IL RA APPROVED 2025-09-18
IN RA APPROVED 2025-09-18
IA RA APPROVED 2025-09-18
KS RA APPROVED 2025-09-18
KY RA APPROVED 2025-09-18
LA RA APPROVED 2025-09-18
ME RA APPROVED 2025-09-18
MD RA APPROVED 2025-09-18
MI RA APPROVED 2025-09-18
MN RA APPROVED 2025-09-18
MS RA APPROVED 2025-09-18
MO RA APPROVED 2025-09-18
MT RA APPROVED 2025-09-18
NE RA APPROVED 2025-09-18
NH RA APPROVED 2025-09-18
NJ RA APPROVED 2025-09-18
NY RA APPROVED 2025-09-18
NC RA APPROVED 2025-09-18
OH RA APPROVED 2025-09-18
OK RA APPROVED 2025-09-18
PA RA APPROVED 2025-09-18
PR RA APPROVED 2025-09-18
RI RA APPROVED 2025-09-18
SC RA APPROVED 2025-09-18
TX RA APPROVED 2025-09-18
UT RA APPROVED 2025-09-18
VT RA APPROVED 2025-09-18
VA RA APPROVED 2025-09-18
WA RA APPROVED 2025-09-18
WI RA APPROVED 2025-09-18
WY RA APPROVED 2025-09-18
GA RA APPROVED 2025-05-19
  • DC RA
    APPROVED
    Since 2025-11-10
  • MA RA
    APPROVED
    Since 2025-11-04
  • OR RA
    APPROVED
    Since 2025-10-21
  • AZ RA
    APPROVED
    Since 2025-10-07
  • FL RA
    APPROVED
    Since 2025-09-25
  • ND RA
    APPROVED
    Since 2025-09-22
  • WV RA
    APPROVED
    Since 2025-09-22
  • NV RA
    APPROVED
    Since 2025-09-19
  • NM RA
    APPROVED
    Since 2025-09-19
  • SD RA
    APPROVED
    Since 2025-09-19
  • VI RA
    APPROVED
    Since 2025-09-19
  • AL RA
    APPROVED
    Since 2025-09-18
  • AK RA
    APPROVED
    Since 2025-09-18
  • AR RA
    APPROVED
    Since 2025-09-18
  • CA RA
    APPROVED
    Since 2025-09-18
  • CO RA
    APPROVED
    Since 2025-09-18
  • CT RA
    APPROVED
    Since 2025-09-18
  • DE RA
    APPROVED
    Since 2025-09-18
  • HI RA
    APPROVED
    Since 2025-09-18
  • ID RA
    APPROVED
    Since 2025-09-18
  • IL RA
    APPROVED
    Since 2025-09-18
  • IN RA
    APPROVED
    Since 2025-09-18
  • IA RA
    APPROVED
    Since 2025-09-18
  • KS RA
    APPROVED
    Since 2025-09-18
  • KY RA
    APPROVED
    Since 2025-09-18
  • LA RA
    APPROVED
    Since 2025-09-18
  • ME RA
    APPROVED
    Since 2025-09-18
  • MD RA
    APPROVED
    Since 2025-09-18
  • MI RA
    APPROVED
    Since 2025-09-18
  • MN RA
    APPROVED
    Since 2025-09-18
  • MS RA
    APPROVED
    Since 2025-09-18
  • MO RA
    APPROVED
    Since 2025-09-18
  • MT RA
    APPROVED
    Since 2025-09-18
  • NE RA
    APPROVED
    Since 2025-09-18
  • NH RA
    APPROVED
    Since 2025-09-18
  • NJ RA
    APPROVED
    Since 2025-09-18
  • NY RA
    APPROVED
    Since 2025-09-18
  • NC RA
    APPROVED
    Since 2025-09-18
  • OH RA
    APPROVED
    Since 2025-09-18
  • OK RA
    APPROVED
    Since 2025-09-18
  • PA RA
    APPROVED
    Since 2025-09-18
  • PR RA
    APPROVED
    Since 2025-09-18
  • RI RA
    APPROVED
    Since 2025-09-18
  • SC RA
    APPROVED
    Since 2025-09-18
  • TX RA
    APPROVED
    Since 2025-09-18
  • UT RA
    APPROVED
    Since 2025-09-18
  • VT RA
    APPROVED
    Since 2025-09-18
  • VA RA
    APPROVED
    Since 2025-09-18
  • WA RA
    APPROVED
    Since 2025-09-18
  • WI RA
    APPROVED
    Since 2025-09-18
  • WY RA
    APPROVED
    Since 2025-09-18
  • GA RA
    APPROVED
    Since 2025-05-19

Branch Locations

Fulton, GA • United States

520 Madison Avenue, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Triad Advisors, Inc. Norcross GA 08/2015 12/2018
Triad Advisors Norcross GA 01/2019 08/2024
Berkeley Capital Norcross GA 07/2012 Present
Osaic Wealth, Inc. Milton GA 08/2024 Present
Jefferies Llc Atlanta GA 01/2025 Present
Jefferies Investment Advisors, Llc Atlanta GA 01/2025 Present
  • 08/2015 → 12/2018
    Triad Advisors, Inc.
    Norcross, GA
  • 01/2019 → 08/2024
    Triad Advisors
    Norcross, GA
  • 07/2012 → Present
    Berkeley Capital
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Milton, GA
  • 01/2025 → Present
    Jefferies Llc
    Atlanta, GA
  • 01/2025 → Present
    Jefferies Investment Advisors, Llc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-17
S63 Uniform Securities Agent State Law Examination 2010-12-09
  • S65 Uniform Investment Adviser Law Examination
    2025-05-17
  • S63 Uniform Securities Agent State Law Examination
    2010-12-09
Other Names
  • Ilana Brett Galanti
  • Ilana Brett Bloch

View on SEC IAPD

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