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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-23 |
| FL | RA | APPROVED | 2024-08-23 |
| NC | RA | APPROVED | 2024-08-23 |
| OH | RA | APPROVED | 2024-08-23 |
| TX | RA | APPROVED | 2024-08-23 |
| UT | RA | APPROVED | 2024-08-23 |
| VA | RA | APPROVED | 2024-08-23 |
Branch Locations
2530 Meridian Parkway Suite 300, Durham, NC 27713 • United States
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. | Nocross | GA | 10/2006 | 08/2024 |
| Osaic Wealth, Inc. | Durham | NC | 08/2024 | Present |
1. ARGENTUM; INVESTMENT RELATED; NO ADDRESS LISTED; THIS IS THE BUSINESS WE USE TO WORK THROUGH TRIAD; MANAGING DIRECTOR; 2005; 160 HRS/MONTH; NONE/DAY; NO COMPENSATION OUTSIDE OF TRIAD; INVESTMENT ADVISOR REPRESENTATIVE OF TRIAD. 2. TEACHING POSITION: ADJUNCT PROFESSOR NATURE: EDUCATION INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2011 ADDRESS: Duke University DEPARTMENT OF SOCIOLOGY BOX 90088, PO Box 90088, DURHAM NC 27701, United States DESCRIPTION: TEACH A CLASS ON CORPORATE FINANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1982-07-08 |
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