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Wildwood, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-10 |
| CA | RA | APPROVED | 2014-11-13 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-03 |
| MO | RA | APPROVED | 2023-11-03 |
| OR | RA | APPROVED | 2023-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities | Atlanta | GA | 08/2006 | 11/2023 |
| Grp Wealth Strategies Group | Santa Rosa | CA | 08/2006 | Present |
| Osaic Wealth, Inc. | Windsor | CA | 11/2023 | Present |
1. INSURANCE, INVESTMENT RELATED, GRAHAM , REBELLO, PIGHIN LLC, GRP WEALTH STRATEGIES, LLC.,160 WIKIUP DRIVE , SUITE 101 SANTA ROSA, CA 95403 , PARTNER, START DATE: 8/28/2006, 8 HR/MO, 1 HR/TD, WE TALK TO CLIENTS ABOUT LIFE INSURANCE WHEN DISCUSSING THEIR FINANCIAL PLANS. 2. REGISTERED INVESTMENT ADVISOR SERVICES OFFERED THROUGH OSAIC WEALTH, INC., INVESTMENT RELATED, DBA GRP WEALTH STRATEGIES, LLC., 160 WIKIUP DRIVE SUITE 101 SANTA ROSA, CA 95403, PARTNER, START DATE: 8/28/2006, 0 HR/MO, 0 HR/TD, GRP WEALTH STRATEGIES IS A DBA WHERE EXPENSES ARE PAID TO RUN THE DAY TO DAY OPERATIONS OF THE FIRM. 3. ST ROSE CATHOLIC SCHOOL POSITION: Board Member - NATURE: Non-Profit - INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2011 ADDRESS: St Rose Catholic School - 4300 Old Redwood Highway; 987 Airway C, Santa Rosa CA 95403, United States DESCRIPTION: board memeber oversee the p&l. 4. Southland Equity Partners POSITION: Advisor Group NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 02/01/2016 ADDRESS: 165 JOHNSON STREET, WINDSOR CA 95492 DESCRIPTION: managing client portfolios.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-27 |
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