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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-23 |
| GA | RA | APPROVED | 2024-08-23 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors Inc | Norcross | GA | 05/2012 | 08/2024 |
| D2 Investments | Blue Ridge | GA | 05/2012 | Present |
| Osaic Wealth, Inc. | Blue Ridge | GA | 08/2024 | Present |
1)D-Squared Investments,LLC;investment related;1056 Laurel Ridge Dr,Blue Ridge,GA 30513;financial advisor;partner;5/2012;160 hrs/month;6.5 hrs during trading;partner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-28 |
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