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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 | 2023-11-13 |
| CO | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-18 |
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