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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-11-03 |
| FL | RA | APPROVED | 2023-11-03 |
| IL | RA | APPROVED | 2023-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Bradenton | FL | 07/2003 | 11/2023 |
| Csenge Advisory Group, Llc | Bradenton | FL | 09/2011 | 07/2018 |
| Osaic Wealth, Inc. | Bradenton | FL | 11/2023 | Present |
1. TRIPLE CROWN WEALTH FINANCE, LLC POSITION: Founder NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2012 ADDRESS: 3970 SR 64 E., Bradenton FL 34208, United States DESCRIPTION: Managerial and Executive duties 2. LSJ EQUITIES LLC POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/23/2014 ADDRESS: 4515 Barracuda Drive, Bradenton FL 34208, United States DESCRIPTION: Read minutes of annual meeting, approve minutes, approve buys or sells of property. 3. NO BUSINESSE PRIVATE ASSET DISCLOSURE POSITION: Bit Coins disclosure NATURE: It is a private family asset transaction ownership of Bit Coins. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2012 ADDRESS: 4515 Barracuda Drive, Bradenton FL 34208, United States DESCRIPTION: None 4. LEA SMITH JOHNSON POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2009 ADDRESS: 4026 37th St. Ct. W. Bradenton, F, Bradenton FL 34205, United States DESCRIPTION: Keep the units is good condition with regular maintenance scheduled. Rent the unit. 5. LEA SMITH JOHNSON - INSURANCE POSITION: Owner - Founder NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/01/2004 ADDRESS: 3970 SR 64 E., Bradenton FL 34208, United States DESCRIPTION: After financial plans are completed for clients, determination of insurance need is undertaken with presentation of illustrations for life, disability, and long-term care insurance done. Application for insurance are completed, and service on the insurance provided. 6. INTERNATIONAL ASSOCIATION OF REGISTERED FINANCIAL CONSULTANTSS POSITION: Trustee Board Member NATURE: This is a position on the Board of Trustees for IARFC. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/04/2025 ADDRESS: PO Box 506, Middletown OH 45042-0506, United States DESCRIPTION: No duties at this time. 7. YOUTUBE POSITION: You Tube NATURE: You Tube videos approved by AdTrax Osaic. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/06/2026 ADDRESS: 3970 E. SR 64, Bradenton FL 34208, United States DESCRIPTION: Having taped short videos of value relating to financial planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-13 |
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