William Charles Goodlad

Current Employers

Employment History

• 10/2007 → 08/2024
  Triad Advisors, Inc
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  North Palm Beach, FL

Previous Registrations

• 2007-10-01 → 2024-08-23
  Triad Advisors Llc
  Atlanta, GA
  North Palm Beach, FL
• 2000-04-26 → 2007-10-12
  New England Securities
  N Palm Beach, FL
  Palm Beach Gardens, FL

Other Businesses

1) LIFE SETTLEMENTS; NON-INVESTMENT RELATED; BRANCH OFFICE; VIA TRIAD APPROVED VENDOR(S) PROVIDE LIFE SETTLEMENTS SERVICES TO CLIENTS; BROKER; 2007; 20 HRS/YEAR; NEGLIGIBLE; COMPENSATION-COMMISSIONS; AGENT/BROKER 2) INSURANCE; NON-INVESTMENT RELATED; BRANCH OFFICE; INSURANCE- LIFE, DISABILITY, ANNUITIES, LTC (VIA ASH B.); ONGOING SINCE JOINING TRIAD IN 2007; 30 HRS/MONTH; 1 HR/DAY; COMPENSATION-COMMISSIONS; AGENT/BROKER,working with businesses and individuals to provide health,life,disability and long-term care insurance,work with third party administrator to manage partially self insured plan 3) WILLIAM GOODLAD POSITION: owner NATURE: sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2007 ADDRESS: 701 US Highway 1, Suite 404, North Palm Beach FL 33408, United States DESCRIPTION: insurance-health, dental, disability, eye care, ancillary benefits, life, individual and group including due diligence reviews of existing benefit package including pension plans. Work with third party administrator to manage a self funded health insurance plan 4) INSURANCE POSITION: Insurance agent NATURE: BRANCH OFFICE INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1992 ADDRESS: 701 US Highway One, Suite 404, NORTH PALM BEACH FL 33408, United States DESCRIPTION: COMPENSATION - COMMISSIONS

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-07
• S63 Uniform Securities Agent State Law Examination
  1986-08-11

Designations

Other Names

• Bill Goodlad