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1602 Abbey Court, Alpharetta, GA 30004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-18 |
| GA | RA | APPROVED | 2022-01-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 06/2014 | 02/2019 |
| Triad Advisors | Norcross | GA | 02/2019 | 08/2024 |
| Incompass Financial Partners | Marietta | GA | 10/2019 | Present |
| Osaic Wealth, Inc. | Marietta | GA | 08/2024 | Present |
1) Incompass Financial Partners;investment related;1800 Hog Mountain Road,Building 700,Ste 103;financial planning;president;10/2019;40+ hrs/month;6.5 hrs during trading;financial planning and investment management 2) INCOMPASS FINANCIAL PARTNERS POSITION: Managing Principal, Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/20/2022 ADDRESS: 4994 Lower Roswell Road, Suite 4, Marietta GA 30068, United States DESCRIPTION: Investment management, financial planning, meeting with clients, providing investment recommendations 3) GREENLIGHTS PROPERTY GROUP, LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/09/2026 ADDRESS: 1600 Abbey Court, Alpharetta GA 30005, United States DESCRIPTION: Commercial Real Estate- Property Manager. Incompass Financial will be renting from this property and will be the sole leasee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-11 |
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