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Advisor at OSAIC WEALTH, INC.
Hinesville, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | Bd affiliated wealth | Aug 23, 2024 | n/a | yes | Hinesville, GA | Current employment |
| TRIAD ADVISORS, LLC | Former SEC adviser | Jan 6, 2023 | Aug 23, 2024 | no | ATLANTA, GA|Hinesville, GA|Hinesville, GA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | May 10, 2021 | Jan 17, 2023 | no | FT. STEWART, GA|MIDWAY, GA|HINESVILLE, GA|FT. STEWART, GA|LUDOWICI, GA|JESUP, GA|FT. STEWART, GA|RICHMOND HILL, GA|HINESVILLE, GA|SAVANNAH, GA|SAVANNAH, GA|ST. MARY'S, GA|STATESBORO, GA|KINGSLAND, GA|RINCON, GA|BRUNSWICK, GA|SAVANNAH, GA|SAVANNAH, GA|SAVANNAH, GA|PEMBROKE, GA|WAYCROSS, GA|STATESBORO, GA|DARIEN, GA|BLACKSHEAR, GA|WAYCROSS, GA|HOMERVILLE, GA|NAHUNTA, GA|SAVANNAH, GA|BRUNSWICK, GA|ST. SIMONS, GA|HINESVILLE, GA|FORT MILL, SC|HINESVILLE, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRIAD ADVISORS, LLC | OSAIC WEALTH, INC. | Aug 23, 2024 | Aug 23, 2024 | 0 | Bulk transfer | Ibd to ibd |
| LPL FINANCIAL LLC | TRIAD ADVISORS, LLC | Jan 17, 2023 | Jan 6, 2023 | -11 | Firm change | RIA to ibd |