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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-09-03 |
| TX | RA | APPROVED | 2018-08-09 |
| FL | RA | APPROVED | 2018-03-22 |
| KY | RA | APPROVED | 2018-03-06 |
| HI | RA | APPROVED | 2017-08-02 |
| SC | RA | APPROVED | 2014-04-15 |
| DC | RA | APPROVED | 2012-02-17 |
| GA | RA | APPROVED | 2012-01-25 |
| AR | RA | APPROVED | 2012-01-24 |
| NC | RA | APPROVED | 2012-01-24 |
| TN | RA | APPROVED | 2005-10-04 |
Branch Locations
750 Old Hickory Blvd, Ste 170 One Brentwood Commons, Brentwood, TN 37027 • United States
750 Old Hickory Blvd One Brentwood Commons Suite 170, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Brentwood | TN | 09/2005 | Present |
| H2O Reinsurance Company Inc | Brentwood | TN | 01/2023 | Present |
1) WATERS WEALTH MANAGEMENT; INVESTMENT RELATED; 750 OLD HICKORY BLVD SUITE 170 BLD ONE BRENTWOOD TN 37027; OWNER/STATUTORY AGENT; STARTED 01/01/2006; 1 HR/MTH; 0 HRS/MTH DURING ST HOURS; SALE AND SERVICES OF LIFE INSURANCE AND LONG TERM CARE. 2) WATERS TRUST POSITION: owner/trustee NATURE: trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/30/2017; ADDRESS: 750 Old Hickory Blvd, Suite 170, Brentwood TN 37027, United States DESCRIPTION: This is a revocable trust that holds are families assets 3) JAE AND TAMARA WATERS POSITION: Co owner NATURE: My wife has a rental property that is owned by our family trust called Waters Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2017 ADDRESS: 3671 N Chapel Rd, Franklin TN 37067, United States DESCRIPTION: I am not involved 4) NEW SERVICES LLC POSITION: Member NATURE: LLC with my son INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 3671 N Chapel Rd, Franklin TN 37067, United States DESCRIPTION: I have no duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-18 |
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