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470 Commerce Drive Suite 559, Peachtree City, GA 30269 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-02-05 |
Branch Locations
470 Commerce Drive Suite 559, Peachtree City, GA 30269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning | Wyncote | PA | 10/2014 | 12/2018 |
| Osborne Financial Planning Llc | Peachtree City | GA | 01/2019 | Present |
Osborne Financial Planning, LLC 01/2019 to Present, Peachtree City, GA, Investment Related, GA, Life and Health insurance sales, 10% of time spent on this activity. INTABA LLC - Rental Property POSITION: My family owns several properties that are rental property NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: (10%) of my time: START DATE01/01/2014 ADDRESS: 4865 Autumn Circle, Stone Mtn GA 30088 DESCRIPTION: Phone calls with tenants and contractors
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-04-30 |
| S65 | Uniform Investment Adviser Law Examination | 2014-11-07 |
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