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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-17 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
21525 Ridgetop Circle Suite 175, Sterling, VA 20166 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smokehouse Live | Leesburg | VA | 07/2016 | 10/2017 |
| Aeon Wealth Management | Sterling | VA | 11/2017 | 09/2024 |
| Osaic Wealth Inc | Scottsdale | AZ | 09/2024 | Present |
| Osaic Advisory Services | Atlanta | GA | 04/2026 | Present |
1. NOTARY POSITION: Notary NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/02/2018 ADDRESS: 21525 Ridgetop Circle, Suite 175, Sterling VA 20166-6577, United States DESCRIPTION: Notarizing Signatures on various forms 2. AEON WEALTH MANAGEMENT POSITION: Registered Financial Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 174 SECURITIES TRADING HOURS: 140 START DATE: 11/01/2017 ADDRESS: 21525 Ridgetop Circle, Suite 175, Sterling VA 20166-6577, United States DESCRIPTION: Account Maintenance Trading, Client Onboarding, Client Services, Office Management, Answering Phones, Paperwork, Internal Training
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-14 |
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