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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-08-23 |
| WA | RA | APPROVED | 2021-05-26 |
| KY | RA | APPROVED | 2021-05-25 |
| TX | RA | APPROVED_RES | 2019-02-06 |
| UT | RA | APPROVED | 2019-01-22 |
| MS | RA | APPROVED | 2018-05-11 |
| CO | RA | APPROVED | 2017-11-09 |
| MA | RA | APPROVED | 2016-10-18 |
| KS | RA | APPROVED | 2016-08-15 |
| WV | RA | APPROVED | 2016-08-15 |
| AL | RA | APPROVED | 2016-08-08 |
| FL | RA | APPROVED | 2016-08-05 |
| MD | RA | APPROVED | 2016-08-04 |
| MO | RA | APPROVED | 2016-08-03 |
| SD | RA | APPROVED | 2016-08-03 |
| GA | RA | APPROVED | 2016-08-01 |
| NC | RA | APPROVED | 2016-08-01 |
| SC | RA | APPROVED | 2016-08-01 |
| VA | RA | APPROVED | 2016-08-01 |
| CA | RA | APPROVED | 2016-07-29 |
| IL | RA | APPROVED | 2016-07-29 |
| IN | RA | APPROVED | 2016-07-29 |
| OH | RA | APPROVED | 2016-07-29 |
| TN | RA | APPROVED | 2016-07-29 |
Branch Locations
2280 Valley Vista Road Suite A, Knoxville, TN 37932 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 07/2016 | 08/2024 |
| Triad Hybrid Solutions, Llc | Norcross | GA | 07/2016 | Present |
| Osaic Wealth, Inc. | Knoxville | TN | 08/2024 | Present |
1. HEAD INVESTMENT PARTNERS POSITION: managing director NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 7 START DATE: 07/01/2016 ADDRESS: 2280 Valley Vista Rd, Ste A, Knoxville TN 37932, United States DESCRIPTION: manage the daily operations of the business,client contact,portfolio analyst, growing the busines 2. DANIEL GRAHAM LLC POSITION: managing director NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2016 ADDRESS: 2280 Valley Vista Rd, Ste A, Knoxville TN 37932, United States DESCRIPTION: owner of the LLC 3. Shadesavers;investment related;2280 Valley Vista,Knoxville,TN 37932;consumer product;owner/investor;1/1/2020;~15 hrs/month;0 hrs during trading;watch over admin of business relationships,legal & accounting relationships,help in business presentation of Shadesaver product 4. SHADESAVERS POSITION: owner/investor NATURE: consumer product INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2020 ADDRESS: 2280 Valley Vista, Knoxville TN 37932, United States DESCRIPTION: watch over admin of business relationships,legal & accounting relationships,help in business presentation of Shadesaver product 5. HEAD INVESTMENT PARTNERS LLC POSITION: Managing partner NATURE: Limited Liability company (LLC) taxed as a partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 140 START DATE: 08/01/2016 ADDRESS: 2280 Valley Vista rd., Knoxville TN 37932, United States DESCRIPTION: I am the Managing Partner and handle all responsibilities involving the business, Head Investment Partners LLC. In addition to those duties I am a Financial Advisor and have those responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1981-12-17 |
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