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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-26 |
| FL | RA | APPROVED | 2024-01-19 |
| LA | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Investing, Llc | Mandeville | LA | 01/2015 | 07/2018 |
| Capital One Advisors, Llc | Mandeville | LA | 01/2015 | 07/2018 |
| Woodbury Financial Services, Inc. | Slidell | LA | 07/2018 | 01/2024 |
| Woodbury Financial Services, Inc. | Slidell | LA | 07/2018 | Present |
| Osaic Wealth, Inc. | Mandeville | LA | 01/2024 | Present |
1. Jason Mead Group LLC. 635 Webster St New Orleans, Louisiana 70118. Nature of Business: Wealth Management. Position/Title/Relationship with other Business: Partner. Start Date with other Business: 07/13/2018. Briefly describe duties relating to other Business: Financial Advisor. Not currently an active OBA. 2. JASON MEAD GROUP, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/16/2018 ADDRESS: 1040 Lonesome Rd, Suite B, Mandeville LA 70448, United States DESCRIPTION: Manage my office and can possibly write life insurance through it 3. RIVER TOWER WEALTH MANAGEMENT, LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/16/2018 ADDRESS: 3300 West Esplanade suite 608, Metairie LA 70002, United States DESCRIPTION: attend periodic shareholder meetings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-21 |
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