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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • TX RA
    APPROVED_RES
    Since 2025-02-11
  • NC RA
    APPROVED
    Since 2022-02-18
  • MD RA
    APPROVED
    Since 2021-11-05
  • PA RA
    APPROVED
    Since 2020-10-19

Branch Locations

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

37 South 5Th Street, Gettysburg, PA 17325 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2018 → 10/2020
    Winchester, VA
  • 01/1999 → 11/2016
    Student
    Winchester, VA
  • 12/2017 → 04/2018
    Unemployed
    Winchester, VA
  • 10/2020 → 04/2021
    Triad Hybrid Solutions
    Norcross, GA
  • 10/2020 → 03/2025
    Triad Advisors
    Norcross, GA
  • 08/2017 → 12/2017
    Shenandoah University
    Winchester, VA
  • 11/2016 → 08/2017
    Frederick Co Va Gov
    Winchester, VA
  • 04/2021 → Present
    Osaic Advisory Services
    Atlanta, GA
  • 03/2025 → Present
    Osaic Wealth
    Scottsdale, AZ
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-04-28
S65 Uniform Investment Adviser Law Examination 2019-06-25
  • S63 Uniform Securities Agent State Law Examination
    2025-04-28
  • S65 Uniform Investment Adviser Law Examination
    2019-06-25
Other Names
  • Garrett Rohrbaugh
  • Garrett William Rohrbaugh

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