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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-11-04 |
| ME | RA | APPROVED | 2025-11-04 |
| NY | RA | APPROVED | 2025-11-04 |
| PR | RA | APPROVED | 2025-11-04 |
| NV | RA | APPROVED | 2021-04-23 |
| AZ | RA | APPROVED | 2019-10-24 |
| KS | RA | APPROVED | 2019-09-09 |
| MA | RA | APPROVED | 2019-05-29 |
| DC | RA | APPROVED | 2019-05-22 |
| FL | RA | APPROVED | 2019-05-14 |
| NJ | RA | APPROVED | 2019-05-07 |
| GA | RA | APPROVED | 2019-05-06 |
| OH | RA | APPROVED | 2019-05-04 |
| CA | RA | APPROVED | 2019-05-03 |
| CO | RA | APPROVED | 2019-05-03 |
| IN | RA | APPROVED | 2019-05-03 |
| MD | RA | APPROVED | 2019-05-03 |
| MO | RA | APPROVED | 2019-05-03 |
| NC | RA | APPROVED | 2019-05-03 |
| OR | RA | APPROVED | 2019-05-03 |
| PA | RA | APPROVED | 2019-05-03 |
| SC | RA | APPROVED | 2019-05-03 |
| TX | RA | APPROVED | 2019-05-03 |
| VA | RA | APPROVED | 2019-05-03 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
8045 Leesburg Pike Suite 250, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spire Investment Partners | Fairfax | VA | 08/2013 | 05/2019 |
| Triad Advisors | Norcross | GA | 05/2019 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 05/2019 | Present |
| Osaic Wealth, Inc. | Vienna | VA | 08/2024 | Present |
1. ARGENT BRIDGE ADVISORS POSITION: wealth advisor/partner NATURE: financial planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 05/03/2019 ADDRESS: 8045 Leesburg Pike, # 250, Vienna VA 22182, United States DESCRIPTION: comprehensive financial planning for select clients, operational responsibility for business analysis & decisions 2. ARGENT BRIDGE ADVISORS POSITION: private wealth advisor/Agent NATURE: insurance commissions/trails/529/etc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/03/2019 ADDRESS: 8045 Leesburg Pike, # 250, Vienna VA 22182, United States DESCRIPTION: insurance sales (term, UL, GUL) to clients or individuals to replace income or cover need 3. ARGENT BRIDGE 2 DIVORCE POSITION: CDFA NATURE: NHA Holdings, LLC DBA Argent Bridge 2 Divorce (AB2D) INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2021 ADDRESS: 8045 Leesburg Pike, Suite 250, Vienna VA 22182, United States DESCRIPTION: Mentoring and offering subject matter expertise to the team. Helping with divorce analysis cases 4. 40 YEARS ON THE BEACH (ARGENT BRIDGE ADVISORS) POSITION: Owner NATURE: It is an individual book being advertised Argent Bridge Advisors. This was prevously approved years ago but was required to be submitted again with the new disclosures. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: 8045 Leesburg Pike, Suite 250, Vienna VA 22182, United States DESCRIPTION: No additionally hours specially for this completed book. I spoke generally about early retirement considerations and basic financial principals. On book do include disclosure and requested updated to new version 5. ARGENT BRIDGE 2 BUSINESS ACCELERATION POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2024 ADDRESS: 8045 Leesburg Pike, Suite 250, Vienna VA 22182, United States DESCRIPTION: Consulting for business owners including, but not limited to: unofficially valuation, value/profit gap analysis, personal and business readiness for exit via detailed assessment, person and business attractiveness for exit or max profitability, basic bookkeeping and benchmarking. 6. ERIC ASHBURN RENTAL PROPERTY POSITION: Owner NATURE: Sole Prop in my name - eric Ashburn INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 1514 12TH ST NW, APT 1, Washington DC 20005, United States DESCRIPTION: Rent my property and use a management company to manage all needs of the tenants
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-08-23 |
| S66 | Uniform Combined State Law Examination | 2014-08-15 |
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