Henry Martin Klausman

Current Employers

The Klausman Group

Atlanta, GA • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2017-01-30

GA RA
APPROVED

Since 2017-01-30

Branch Locations

Atlanta, GA • United States

Disclosures

2 disclosure categories 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.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Triad Advisors, Inc.	Norcross	GA	07/2016	Present

07/2016 → Present

Triad Advisors, Inc.

Norcross, GA

Previous Registrations

2016-07-20 → 2017-01-05

Triad Advisors Llc

Marietta, GA

Atlanta, GA

Marietta, GA
2016-03-02 → 2016-08-19

Peachcap Tax & Advisory, Llc

Atlanta, GA

Other Businesses

1)H.M. Klausman;not investment related;874 Hyde Road,Marietta,GA 30068;tax and accounting;proprietor;1966;10 hrs/month;less than 1 hr during trading;accounting and tax work 2)H.M. Klausman;not investment related;874 Hyde Road,Marietta,GA 30068;insurance appointment with multiple carriers;proprietor;1966;5 hrs/month;less than 1 hr during trading;sales and servicing of insurance

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1995-02-07

S63 Uniform Securities Agent State Law Examination

1995-02-07

Other Names

Hank Klausman
Hank Klausman

View on SEC IAPD