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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-02 |
| FL | RA | APPROVED | 2023-01-04 |
| DE | RA | APPROVED | 2022-12-09 |
| MD | RA | APPROVED | 2022-12-09 |
| NC | RA | APPROVED | 2022-12-09 |
| PA | RA | APPROVED | 2022-12-09 |
| SC | RA | APPROVED | 2022-12-09 |
| VA | RA | APPROVED | 2022-12-09 |
Branch Locations
635 N 12Th Street 4Th Floor, Lemoyne, PA 17043 • United States
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Camp Hill | PA | 06/2006 | 06/2022 |
| Cetera Advisor Networks | El Segundo | CA | 06/2022 | 12/2022 |
| Triad Advisors Inc | Norcross | GA | 12/2022 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 12/2022 | Present |
| Osaic Wealth, Inc. | Lemoyne | PA | 08/2024 | Present |
1) GL Capital Advisors LLC; investment related;635 North 12th Street,4th Floor, Lemoyne, PA 17043;llc;investment advisor;12/2022;120 hrs/month;120 hrs during trading; financial planning and investment and insurance advice and sales 2) GL CAPITAL ADVISORS LLC POSITION: investment advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 12/09/2022 ADDRESS: 635 North 12th Street, 4th Floor, Lemoyne PA 17043, United States DESCRIPTION: financial planning and investment and insurance advice and sales 3) EAST PENNSBORO LIONS CLUB POSITION: Secretary NATURE: non-profit service organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1995 ADDRESS: 19 blue spruce dr, Enola PA 17025, United States DESCRIPTION: normal club secretary duties, report data to Lions Club International, handle the eye glasses program for the needy
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-20 |
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