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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-30 |
| AL | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
2100 Southbridge Pkwy # 257, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Birmingham | AL | 01/2015 | 06/2024 |
| Securities America Advisors Inc | Birmingham | AL | 01/2015 | 06/2024 |
| Osaic Wealth, Inc. | Birmingham | AL | 06/2024 | Present |
| Osaic Wealth, Inc. | Birmingham | AL | 06/2024 | Present |
INSURANCE SALES, POSITION: insurance sales NATURE: insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/16/2015 ADDRESS: Bradenton FL 34202, United States DESCRIPTION: insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-17 |
| S66 | Uniform Combined State Law Examination | 2001-06-19 |
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