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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-13
TX RA APPROVED_RES 2024-11-08
VA RA APPROVED 2024-11-08
  • FL RA
    APPROVED
    Since 2025-03-13
  • TX RA
    APPROVED_RES
    Since 2024-11-08
  • VA RA
    APPROVED
    Since 2024-11-08

Branch Locations

21525 Ridgetop Circle Suite 175, Sterling, VA 20166 • 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
OrganizationCityStateFromTo
Patriot Printing Services Ashburn VA 05/2003 Present
Jt Building Ashburn VA 02/2006 Present
Aeon Wealth Management Potomac Falls VA 06/2008 Present
Cetera Advisors Llc Denver CO 01/2013 07/2019
Kms Financial Services, Inc. Seattle WA 07/2019 11/2020
Securities America, Inc. Sterling VA 11/2020 06/2024
Arbor Point Advisors Sterling VA 11/2020 11/2024
Osaic Wealth, Inc. Sterling VA 06/2024 Present
Osaic Advisory Services, Llc Atlanta GA 11/2024 Present
  • 05/2003 → Present
    Patriot Printing Services
    Ashburn, VA
  • 02/2006 → Present
    Jt Building
    Ashburn, VA
  • 06/2008 → Present
    Aeon Wealth Management
    Potomac Falls, VA
  • 01/2013 → 07/2019
    Cetera Advisors Llc
    Denver, CO
  • 07/2019 → 11/2020
    Kms Financial Services, Inc.
    Seattle, WA
  • 11/2020 → 06/2024
    Securities America, Inc.
    Sterling, VA
  • 11/2020 → 11/2024
    Arbor Point Advisors
    Sterling, VA
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Sterling, VA
  • 11/2024 → Present
    Atlanta, GA
Previous Registrations
  • 2020-11-06 → 2024-11-08
    Arbor Point Advisors
    Sterling, VA
  • 2019-07-12 → 2020-11-06
    Kms Financial Services, Inc.
    Seattle, WA
    Sterling, VA
    Seattle, WA
  • 2012-02-28 → 2019-07-16
    Cetera Advisors Llc
    Sterling, VA
    Greenwood Village, CO
  • 2006-09-26 → 2012-02-28
    Pacific West Financial Consultants Inc
    Renton, WA
Other Businesses

PATRIOT PRINTING SERVICES POSITION: owner/ operator NATURE: Patriot Printing Services - Owner 3 hours per week are spent in this business. I buy and sell printed materials. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 05/15/2003 ADDRESS: 39649 Golden Springs Ct., Hamilton VA 20158 DESCRIPTION: seek clients that need to buy printed materials. determine pricing that the client is willing to pay for said printed materials Find appropriate production facilities to produce and ship printed materials. APA POSITION: Financial Advisor NATURE: Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 36 START DATE: 10/20/2020 ADDRESS: 21525 Ridgetop Circle, #175, Sterling VA 20166 DESCRIPTION: Advisory Services TRISTAN BLIESNER POSITION: owner NATURE: Real estate ownership and rental INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/15/2000 ADDRESS: 39649 Golden Springs Ct., Hamilton VA 20158 DESCRIPTION: interact with tenants and maintain properties. AEON WEALTH MANAGEMENT LLC POSITION: Owner NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/15/2008 ADDRESS: 21525 Ridgetop Circle, #175, Sterling VA 20166 ESCRIPTION: Insurance is to help protect clients assets not grow them. DBA - AEON Wealth Management AEON WEALTH MGT - RENT POSITION: Owner NATURE: Room rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2023 ADDRESS: 21525 Ridgetop Circle, #175, Sterling VA 20166, United States DESCRIPTION: receive income.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-22
  • S66 Uniform Combined State Law Examination
    2006-09-22
Other Names
  • Tristan Shawn Bleisner

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