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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-11 |
| NC | RA | APPROVED | 2022-02-18 |
| MD | RA | APPROVED | 2021-11-05 |
| PA | RA | APPROVED | 2020-10-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Wealthcare Advisory Partners, Llc | Winchester | VA | 04/2018 | 10/2020 |
| Student | Winchester | VA | 01/1999 | 11/2016 |
| Unemployed | Winchester | VA | 12/2017 | 04/2018 |
| Triad Hybrid Solutions | Norcross | GA | 10/2020 | 04/2021 |
| Triad Advisors | Norcross | GA | 10/2020 | 03/2025 |
| Shenandoah University | Winchester | VA | 08/2017 | 12/2017 |
| Frederick Co Va Gov | Winchester | VA | 11/2016 | 08/2017 |
| Osaic Advisory Services | Atlanta | GA | 04/2021 | Present |
| Osaic Wealth | Scottsdale | AZ | 03/2025 | Present |
1) Kampstra Wealth Management; investment related;37 S 5th Street, Gettysburg, PA 17325;securities/advisory; registered associate;10/2020;160 hrs. /month;6.5 hrs. during trading; client service 2) Fixed Insurance; Investment related: no; 37 S 5th street, Gettysburg, PA 17325; Nature or Structure of Business: Corporation. Fixed Insurance - multiple carriers; Position: Agent; Start date: 05/01/2024; hours per month: 2; securities trading hours 2; Duties: Sales of fixed insurance and annuities 3) ROTARY CLUB OF GETTYSBURG POSITION: Board Member. Chair of Public Relations Committee NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2024 ADDRESS: P.O. Box 3161, Gettysburg PA 17325, United States DESCRIPTION: Assist with Social Media and website campaigns for the club. Attend board meetings. 4) THURMONT HISTORICAL SOCIETY, INC. POSITION: Secretary NATURE: Non-profit organization. Historical Society. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/22/2025 ADDRESS: 11 N. Church St., Thurmont MD 21788, United States DESCRIPTION: As secretary, I'll take meeting minutes and share them with the club and members. I might have access to the organizations social media pages to assist with advertising for events. 5) KAMPSTRA ENTERPRISES, INC. POSITION: Owner NATURE: I'm purchasing an ownership stake in Kampstra Enterprises, Inc. (DBA Kampstra Wealth Management) effective 10/1/25. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2025 ADDRESS: 37 S. 5th St., Gettysburg PA 17325, United States DESCRIPTION: Meet with clients and perform business operations tasks.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-28 |
| S65 | Uniform Investment Adviser Law Examination | 2019-06-25 |
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