Walter Calloway Boleman

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2024-08-23
FL	RA	APPROVED	2024-08-23
GA	RA	APPROVED	2024-08-23
ME	RA	APPROVED	2024-08-23

AZ RA
APPROVED

Since 2024-08-23
FL RA
APPROVED

Since 2024-08-23
GA RA
APPROVED

Since 2024-08-23
ME RA
APPROVED

Since 2024-08-23

Branch Locations

Blue Ridge, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Triad Advisors Inc	Norcross	GA	05/2012	08/2024
D2 Investments	Blue Ridge	GA	05/2012	Present
Osaic Wealth, Inc.	Blue Ridge	GA	08/2024	Present

05/2012 → 08/2024

Triad Advisors Inc

Norcross, GA
05/2012 → Present

D2 Investments

Blue Ridge, GA
08/2024 → Present

Osaic Wealth, Inc.

Blue Ridge, GA

Previous Registrations

2012-05-29 → 2024-08-23

Triad Advisors Llc

Atlanta, GA

Blue Ridge, GA
2003-01-28 → 2012-05-29

Morgan Keegan & Company, Llc

Atlanta, GA

Atlanta, GA

Blue Ridge, GA

Other Businesses

1)D-Squared Investments;investment related;1056 Laurel Ridge Dr,Blue Ridge,GA 30513;investments;partner;5/2012;160 hrs/month;6.5 hrs during trading;client relationships,advisor

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-11-18
S63	Uniform Securities Agent State Law Examination	1985-02-11

S65 Uniform Investment Adviser Law Examination

1992-11-18
S63 Uniform Securities Agent State Law Examination

1985-02-11

Other Names

Duck Boleman
Walter Calloway Boleman
Walter C Boleman

View on SEC IAPD