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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spartan Approach Llc | Stuart | FL | 04/2023 | 04/2024 |
| Unemployed | Jonesboro | GA | 11/2022 | 04/2023 |
| Fiorella Insurance Agency | Stuart | FL | 09/2014 | 02/2021 |
| Innovation Partners Llc | Charlotte | NC | 04/2024 | 01/2025 |
| Ip Financial Services Llc | Charlotte | NC | 07/2024 | 01/2025 |
| Osaic Wealth, Inc | Alpharetta | GA | 01/2025 | Present |
| Assured Partners Of South Florida | Stuart | FL | 02/2021 | 11/2022 |
1. IFG ATLANTA POSITION: IAR NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 01/15/2025 ADDRESS: 3520 Old Milton Parkway, Alpharetta GA 30005 DESCRIPTION: Sales/Marketing of securities, Investment advisory and insurance products 2. IFG ATLANTA - REGISTERED ASSISTANT POSITION: Registered Assistant NATURE: S-CORP INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/15/2025 ADDRESS: 3520 Old Milton Parkway, Alpharetta GA 30005 DESCRIPTION: Help Rick Walters and Mark Widlowski with sales and marketing of securities, investment advisory, and insurance products, and complete associated paperwork 3. IFG ATLANTA - FIXED INSURANCE POSITION: Broker NATURE: S-CORP INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/15/2025 ADDRESS: 3520 Old Milton Parkway, Alpharetta GA 30005 DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance 4. BAARDON SERVICES, LLC D/B/A EXITWORKS POSITION: Business Growth Advisor NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 20 START DATE: 01/17/2026 ADDRESS: 2119 Lake Park Drive SE, Apt G, Smyrna GA 30080, United States DESCRIPTION: Conducts structured business assessments, reviews financial and operational data, identifies operational risks and improvement areas, and coordinates third-party subject matter experts as needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-24 |
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