Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-02
FL RA APPROVED 2025-02-24
AK RA APPROVED 2024-08-23
GA RA APPROVED 2024-08-23
KY RA APPROVED 2024-08-23
NM RA APPROVED 2024-08-23
OR RA APPROVED 2024-08-23
WA RA APPROVED 2024-08-23
  • TX RA
    APPROVED_RES
    Since 2026-02-02
  • FL RA
    APPROVED
    Since 2025-02-24
  • AK RA
    APPROVED
    Since 2024-08-23
  • GA RA
    APPROVED
    Since 2024-08-23
  • KY RA
    APPROVED
    Since 2024-08-23
  • NM RA
    APPROVED
    Since 2024-08-23
  • OR RA
    APPROVED
    Since 2024-08-23
  • WA RA
    APPROVED
    Since 2024-08-23

Branch Locations

Waycross, GA • United States

501 Gloucester St Suite 205, Brunswick, GA 31520 • United States

Train Depot 317 Plant Ave Suite Q, Waycross, GA 31501 • 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
Sapp's Florist Waycross GA 01/2011 Present
Triad Advisors, Inc. Norcross GA 03/2016 08/2024
Osaic Wealth, Inc. Brunswick GA 08/2024 Present
  • 01/2011 → Present
    Sapp's Florist
    Waycross, GA
  • 03/2016 → 08/2024
    Triad Advisors, Inc.
    Norcross, GA
  • 08/2024 → Present
    Brunswick, GA
Previous Registrations
  • 2016-03-09 → 2024-08-23
    Triad Advisors Llc
    Brunswick, GA
    Waycross, GA
    Brunswick, GA
    Atlanta, GA
  • 2014-04-09 → 2015-12-09
    First Allied Advisory Services, Inc.
    San Diego, CA
    Brunswick, GA
Other Businesses

1. PARABLE FINANCIAL NETWORK POSITION: owner, financial advisor NATURE: LLC for Parable Financial Network INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 10/01/2014 ADDRESS: 501 Gloucester St Suite 205, Brunswick GA 31520, United States DESCRIPTION: see and advise clients 2. FIRST ASSEMBLY OF GOD POSITION: Supervise financial secretary NATURE: church INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1981 ADDRESS: 1150 Darling Ave, Waycross GA 31501, United States DESCRIPTION: supervise financial secretary bookkeeper, attend board meeting and make monthly presentation of financials. I do not sign checks. i do not vote To explain why I initially checked that I was a board member and changed it. I was at one time a voting board member from 1981 to 2005. I am no longer a board member and I do not vote although I do attend board meetings for the purpose of presenting the church's financials to the board. 3. Sapp's Florist;not investment related;1600 Jebeau St,Waycross,GA 31501;florist;consultant;1/2011;2 hrs/month;0 hrs during trading;owned the business for 39 years then gave/sold it to my daughter and her husband,discuss business issues with them 4. WALKER FAMILY TRUST POSITION: trustee NATURE: revocable living trust for my own & spouse assets INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 3138 Warrior Road, Waycross GA 31503, United States DESCRIPTION: oversee houses and land & make decisions to sell or hold them 5. MATTIES MISSION POSITION: assistant to bookkeepper NATURE: nonproft for childhood cancer INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: P O Box 2211, Waycross GA 31502, United States DESCRIPTION: My purpose is to assist and advise a bookkeeper about accounting since my college degree is accounting! Jennifer Strickland has taken the reponsibility of check writing and paying bills since 2019 I also assist her with presenting her report to the board once per year. I was previously a Board member but not since 2019 6. LEGEND FINANCIAL POSITION: insurance producer,annuity sales-agent NATURE: insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 11/23/2022 ADDRESS: 11780 US Hwy 1, Suite 203N, Palm Beach Gardens FL 33408, United States DESCRIPTION: only use for fixed annuity sale when the client is suited and wants to move forward 7. AGENTS MARKETING GROUP POSITION: agent NATURE: Term insurance not invesment products INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 07/26/2021 ADDRESS: 1374 S. Milledge Ave, Athens GA 30605, United States DESCRIPTION: Locate the best value term insurance and find the best options.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-07
  • S66 Uniform Combined State Law Examination
    2014-01-07

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Waycross, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor