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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-05 |
| IN | RA | APPROVED | 2024-05-31 |
Branch Locations
301 S Main St, Cloverdale, IN 46120 • 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 |
|---|---|---|---|---|
| Sherwin Williams | Evansville | IN | 09/2016 | 02/2017 |
| Chestnut Financial Group | Cloverdale | IN | 08/2017 | Present |
| Unemployed | Cloverdale | IN | 02/2017 | 08/2017 |
| Parkland Securities | Ann Arbor | MI | 08/2017 | 05/2024 |
| Triad Advisors | Atlanta | GA | 05/2024 | 08/2024 |
| Osaic Advisory Services | Atlanta | GA | 05/2024 | Present |
| Osaic Wealth, Inc. | Cloverdale | IN | 08/2024 | Present |
1)Chestnut Financial Group;investment related;304 S Main St,Cloverdale,IN 46120;llc;advisor/part owner;6/9/2020;200 hrs/month;130 hrs during trading;sale of life insurance through various companies and providing financial services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-17 |
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