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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-10-28 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
682 N Brookside Rd Suite 100, Allentown, PA 18106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors | Norcross | GA | 08/2017 | 08/2024 |
| Unemployed | Easton | PA | 05/2017 | 07/2017 |
| Allied Personnel-Guardian | Allentown | PA | 04/2016 | 05/2017 |
| Triad Hybrid Solutions | Norcross | GA | 08/2017 | Present |
| Osaic Wealth, Inc. | Allentown | PA | 08/2024 | Present |
1. iNDICON, INC. POSITION: Investment Operations Manager NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 07/25/2017 ADDRESS: 682 N Brookside Rd, Suite 100, Allentown PA 18106 DESCRIPTION: Administrative support to advisors in the office
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-09 |
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