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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-13
CO RA APPROVED 2023-11-10
  • TX RA
    APPROVED_RES
    Since 2023-11-13
  • CO RA
    APPROVED
    Since 2023-11-10

Branch Locations

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

88 Inverness Circle East Suite H-101, Englewood, CO 80112 • 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
Minnesota Life Ins Co St Paul MN 03/2013 02/2017
Securian Financial Services, Inc St Paul MN 03/2013 02/2017
Gcg Financial Greenwood Village CO 03/2013 02/2017
Spc Ann Arbor MI 02/2017 11/2023
Parkland Securities, Llc Ann Arbor MI 02/2017 11/2023
Triad Advisors Norcross GA 11/2023 08/2024
Triad Hybrid Solutions Norcross GA 11/2023 Present
Osaic Wealth, Inc. Englewood CO 08/2024 Present
  • 03/2013 → 02/2017
    Minnesota Life Ins Co
    St Paul, MN
  • 03/2013 → 02/2017
    Securian Financial Services, Inc
    St Paul, MN
  • 03/2013 → 02/2017
    Gcg Financial
    Greenwood Village, CO
  • 02/2017 → 11/2023
    Ann Arbor, MI
  • 02/2017 → 11/2023
    Parkland Securities, Llc
    Ann Arbor, MI
  • 11/2023 → 08/2024
    Triad Advisors
    Norcross, GA
  • 11/2023 → Present
    Triad Hybrid Solutions
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Englewood, CO
Previous Registrations
  • 2017-02-17 → 2023-11-10
    Englewood, CO
    Ann Arbor, MI
  • 2013-05-02 → 2017-02-20
    Securian Financial Services, Inc.
    Greenwood Village, CO
Other Businesses

1) JEREMY R FORTIN, P. C POSITION: owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2018 ADDRESS: 4875 E Ashton Ave, Castle Rock CO 80104, United States DESCRIPTION: Currently active, assist in building and testing excel models for accounting firms specializing in divorce work 2) JEREMY R FORTIN POSITION: Staff NATURE: Self INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2024 ADDRESS: 395 Helena Circle, Lone Tree CO 80124, United States DESCRIPTION: Account reconciliation 3) INSURANCE POSITION: Producer NATURE: LLC and Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 10/25/2019 ADDRESS: 88 Inverness Circle East, Suite H 101, Englewood CO 80112, United States DESCRIPTION: sells various lines of insurance through various insurance companies

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-18
  • S66 Uniform Combined State Law Examination
    2013-04-18
Other Names
  • Jeremy Robert Fortin
  • Jeremy R Fortin

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