Sibyl Steverson Slade

Current Employers

Employment History

• 07/2014 → 01/2018
  Waddell & Reed Inc
  Atlanta, GA
• 10/2014 → Present
  Various Insurance Carriers For W & R Insurance Agencies
  Douglasville, GA
• 02/2013 → Present
  Access To Capital For Entrepreneurs
  Cleveland, GA
• 12/2006 → Present
  Sibyl S Slade- Rental Property
  Powder Springs, GA
• 01/2018 → 07/2020
  Investacorp Inc
  Miami, FL
• 01/2018 → 07/2020
  Investacorp Advisory Services
  Miami, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Atlanta, GA
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Atlanta, GA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Atlanta, GA

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Atlanta, GA
  Atlanta, GA
• 2018-01-25 → 2020-07-17
  Investacorp Advisory Services Inc
  Atlanta, GA
  Atlanta, GA
  Newnan, GA
• 2014-12-04 → 2018-02-02
  Waddell & Reed
  Atlanta, GA
  Charleroi, PA
  Alpharetta, GA

Other Businesses

1. SIBYL S. SLADE POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2007 ADDRESS: Powder Springs, GA 30127 DESCRIPTION: Manages rental property, including rents and maintenance. 2. SMALL BUSINESS MASTERMIND FORUM POSITION: Co-Founder NATURE: Professional Services Collaborative Network INVESTMENT RELATED: No HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/28/2020 ADDRESS: Powder Springs, GA 30127 DESCRIPTION: Network supporting small businesses through training and workshops. 3. TRIFECTA COUNSELING AND CONSULTING POSITION: Personal Financial Consultant NATURE: Financial Therapy/Behavioral Finance INVESTMENT RELATED: No HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2019 ADDRESS: Powder Springs, GA 30127 DESCRIPTION: Facilitates CFPB Money Circles workshops on financial behavior. 4. INTEGRIVEST WEALTH ADVISORS POSITION: Financial Advisor/Registered Representative NATURE: Insurance INVESTMENT RELATED: Yes HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2018 ADDRESS: Atlanta, GA 30339 DESCRIPTION: Provides life, disability, and insurance planning solutions. 5. INTEGRIVEST WEALTH ADVISORS, LLC POSITION: Registered Representative/Financial Advisor NATURE: Advisory Account Services INVESTMENT RELATED: Yes HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/17/2020 ADDRESS: Atlanta, GA 30339 DESCRIPTION: Provides advisory and managed account services. 6. ONE MILLION DREAMS FOUNDATION POSITION: Advisory Board Member NATURE: Advisory Board INVESTMENT RELATED: No HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: GA 30253 DESCRIPTION: Supports curriculum development and workshops. 7. ACCESS TO CAPITAL FOR ENTREPRENEURS POSITION: Board Member/Officer NATURE: Board of Directors INVESTMENT RELATED: No HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2013 ADDRESS: 30313 DESCRIPTION: Oversees small business assistance and lending for a CDFI. 8. SIBYL S. SLADE, LLC POSITION: Sole Proprietor NATURE: Financial Education & Outreach INVESTMENT RELATED: No HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: GA 30127 DESCRIPTION: Provides financial education, coaching, and technical assistance. 9. SIBYL STEVERSON SLADE - INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/02/2015 ADDRESS: Atlanta, GA 30339 DESCRIPTION: Provides life and disability insurance services. 10. INTEGRIVEST WEALTH ADVISORS, LLC. POSITION: Registered Rep/Financial Advisor NATURE: Advisory Acccount Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/17/2020 ADDRESS: 2255 Cumberland Pkwy, SE, Bldg 500, Ste 300, Atlanta GA 30331 DESCRIPTION: Advisory and managed accounts. 11. TRIFECTA COUNSELING AND CONSULTING POSITION: Personal Financial Consultant NATURE: Financial Therapy/Behavioral Finance workshops and coaching. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2019 ADDRESS: 3277 Fruitwood Lane, Powder Springs GA 30127, United States DESCRIPTION: Uses CFPB Money Circles curriculum to improve financial decision-making. 12. ACCESS TO CAPITAL FOR ENTREPRENUERS POSITION: Board Member/Officer NATURE: Board of Directors INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2013 ADDRESS: 504 Fair Street, Atlanta GA 30313 DESCRIPTION: Provides oversight of small business assistance for a U.S. Treasury-certified CDFI. 13. SIBYL S. SLADE, LLC POSITION: Sole Proprietor NATURE: Outreach and education through workshops, seminars, conferences, and coaching. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 3277 Fruitwood Lane, Powder Springs GA 30127, United States DESCRIPTION: Provides financial education and technical assistance to consumers and organizations.

Exams

• S66 Uniform Combined State Law Examination
  2014-12-04

Other Names

• Sibyl Steverson
• Sibyl Howell
• Sibyl S Slade