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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Macon | GA | 11/2015 | Present |
| Park Avenue Securities Llc | Macon | GA | 01/2016 | 02/2026 |
| Guardian Life Insurance Company | Atlanta | GA | 08/2018 | Present |
| Park Avenue Securities | Atlanta | GA | 08/2018 | 02/2026 |
| Osaic Wealth Inc | Forsyth | GA | 02/2026 | Present |
1. ITA WEALTH PARTNERS, LLC - FIXED INSURANCE POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 02/27/2026 ADDRESS: 120 Meadow Dr., Forsyth GA 31029, United States DESCRIPTION: I solicit and sale insurance to potential clients. 2. ITA WEALTH PARTNERS, LLC - SECURITIES POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/27/2026 ADDRESS: 120 Meadow Dr., Forsyth GA 31029, United States DESCRIPTION: This is the dba for my securities business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-21 |
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