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Melvin Harvey Lawrence

Osaic Wealth, Inc.

Brookhaven, GA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-01-19
  • GA RA
    APPROVED
    Since 2024-01-19

Branch Locations

6104 Lenox Park Circle Ne, Brookhaven, GA 30319 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Questar Capital Corporation Minneapolis MN 07/2014 03/2019
Questar Asset Management Minneapolis MN 07/2014 03/2019
Woodbury Financial Services, Inc. Atlanta GA 03/2019 Present
Woodbury Financial Services, Inc. Atlanta GA 03/2019 01/2024
Osaic Wealth, Inc. Brookhaven GA 01/2024 Present
  • 07/2014 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 07/2014 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → Present
    Woodbury Financial Services, Inc.
    Atlanta, GA
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    Atlanta, GA
  • 01/2024 → Present
    Brookhaven, GA
Previous Registrations
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    Brookhaven, GA
  • 2014-07-22 → 2019-03-01
    Questar Asset Management, Inc.
    Minneapolis, MN
    Atlanta, GA
  • 2011-01-19 → 2014-07-25
    Msi Financial Services, Inc.
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
  • 2010-08-12 → 2010-12-21
    Investors Capital Corp.
    Atlanta, GA
    Atlanta, GA
  • 2006-05-05 → 2010-08-11
    Sandy Springs, GA
  • 2004-05-18 → 2006-05-17
    Atlanta, GA
Other Businesses

1) MELVIN LAWRENCE POSITION: Agent NATURE: Insurance Rep INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 09/02/2010 ADDRESS: 2103 Lenox Park Circle, Brookhaven GA 30319, United States DESCRIPTION: Marking Life Insurance protection

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-05-17
S63 Uniform Securities Agent State Law Examination 1999-02-16
  • S65 Uniform Investment Adviser Law Examination
    2004-05-17
  • S63 Uniform Securities Agent State Law Examination
    1999-02-16
Other Names
  • Mel Lawrence

View on SEC IAPD

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