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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-31 |
| VI | RA | APPROVED | 2025-11-12 |
| MA | RA | APPROVED | 2022-12-21 |
| DC | RA | APPROVED | 2022-12-15 |
| FL | RA | APPROVED | 2022-11-16 |
| GA | RA | APPROVED | 2022-09-21 |
| CA | RA | APPROVED | 2022-09-19 |
| IN | RA | APPROVED | 2022-09-19 |
| KS | RA | APPROVED | 2022-09-19 |
| MD | RA | APPROVED | 2022-09-19 |
| MO | RA | APPROVED | 2022-09-19 |
| NY | RA | APPROVED | 2022-09-19 |
| NC | RA | APPROVED | 2022-09-19 |
| OH | RA | APPROVED | 2022-09-19 |
| VA | RA | APPROVED | 2021-04-16 |
Branch Locations
8045 Leesburg Pike Suite 250, Vienna, VA 22182 • 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 |
|---|---|---|---|---|
| Neiman Marcus | Mclean | VA | 05/2008 | 03/2020 |
| Argent Bridge Advisors | Vienna | VA | 07/2019 | Present |
| Triad Advisors | Norcross | GA | 07/2019 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 07/2019 | Present |
| Osaic Wealth, Inc. | Vienna | VA | 08/2024 | Present |
1. ARGENT BRIDGE ADVISORS POSITION: Private Wealth Advisor and Client Engagement Manager, Director of Business Development NATURE: partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 6.5 START DATE: 07/23/2019 ADDRESS: 8045 Leesburg Pike, Vienna VA 22311 DESCRIPTION: Client-facing financial advisor, business development, paraplanning, and insurance 2. HIGHLAND CAPITAL BROKERAGE POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/23/2019 ADDRESS: 3535 Grandview Pkwy, Suite 600, Birmingham AL 35243 DESCRIPTION: agent for life insurance and annuities, running quotes for advisors, processing applications, term life, whole life, disability,annuity-fixed & variable 3. EBAY POSITION: Sales NATURE: Online retail sales INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1999 ADDRESS: 3622 Dannys Lane, Alexandria VA 22311 DESCRIPTION: selling online marketplace, packing items to ship 4. DONE WITH DIVORCE POSITION: speaker/ educator NATURE: Divorce Education Not for profit INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 07/23/2019 ADDRESS: 8045 Leesburg Pike, Suite 250, Vienna VA 22182 DESCRIPTION: Divorce Education, host and speaker of divorce workshop 5. ROVER POSITION: Owner Pet Sitting NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 288 SECURITIES TRADING HOURS: 96 START DATE: 08/01/2022 ADDRESS: 3622 Dannys Ln Alexandria VA 22311 DESCRIPTION: Pet sitting in the home 6. Argent Bridge 2 Divorce; Investment related: yes; 8045 Leesburg Pike, Suite 250 Vienna, Virginia 22182; Nature or Structure of Business: NHA Holdings, LLC DBA Argent Bridge 2 Divorce (AB2D); Position: Private Wealth Advisor, CDFA ; Start date: 05/01/2021; hours per month: 40; securities trading hours 40; Duties: Member of the divorce financial planning team; mentoring and offering subject matter expertise to the team; hourly consulting fee servicing for divorce financial planning clients through divorce & post-divorce planning; primary point of contact for initial consultations/inquiries; asset division related to divorce
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-29 |
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