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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Chesterfield | MO | 07/2017 | 03/2022 |
| Dierbergs Markets | Saint Charles | MO | 12/2015 | 07/2017 |
| Securities America, Inc. | Saint Charles | MO | 03/2022 | 06/2024 |
| Arbor Point Advisor | Saint Charles | MO | 03/2022 | 11/2024 |
| Osaic Wealth, Inc. | Saint Charles | MO | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
AB WEALTH MANAGEMENT - DBA ADVISORY AFFILIATION: ARBOR POINT ADVISORS POSITION: Advisor NATURE: RIA that charges fees on investment accounts INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 03/24/2022 ADDRESS: 828 South Main Street, Saint Charles MO 63301, United States DESCRIPTION: provide advisory based services. INSURANCE SALES POSITION: insurance agent NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/24/2022 ADDRESS: 828 South Main Street, Saint Charles MO 63301, United States DESCRIPTION: soliciting based on clients needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-08 |
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