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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-27 |
| NC | RA | APPROVED | 2023-12-06 |
| GA | RA | APPROVED | 2023-11-03 |
Branch Locations
1633 Mt Vernon Rd Suite 100, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Atlanta | GA | 07/2004 | 09/2020 |
| Browne, Draper, & Land Financial Concepts | Dalton | GA | 09/2020 | 10/2022 |
| Fsc Securities Corporation | Dalton | GA | 09/2020 | 11/2023 |
| Bdl Advisors | Dalton | GA | 10/2022 | Present |
| Osaic Wealth, Inc. | Atlanta | GA | 11/2023 | Present |
1. LINDA VU - INSURANCE POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/09/2021 ADDRESS: 1633 Mt. Vernon Rd., Suite 100, Dunwoody GA 30338, United States DESCRIPTION: Provide insurance products to clients to help them achieve their goals. 2. GENERATIONAL FINANCIAL PLANNERS, LLC POSITION: Co-Owner NATURE: This is an LLC. This LLC was established for protection and tax purposes.? INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 3795 Berkeley View Drive, Berkeley Lake GA 30096, United States DESCRIPTION: This LLC is established to pay business expenses. It is not used for marketing. 3. GEORGIA ROTARY PROFESSIONAL ALLIANCE POSITION: Board member - Secretary NATURE: Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 10/09/2024 ADDRESS: 5805 State Bridge Road, Ste G-181, Johns Creek GA 30097, United States DESCRIPTION: I simply take meeting notes and share them with all members. 4. BDL ADVISORS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 130 START DATE: 09/14/2020 ADDRESS: 1633 Mt. Vernon Rd., Suite 100, Atlanta GA 30338, United States DESCRIPTION: I meet with clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-08 |
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