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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-12 |
| NC | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
430 Davis Drive Suite 110, Morrisville, NC 27560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | Morrisville | NC | 06/2000 | 01/2025 |
| Osaic Wealth, Inc. | Morrisville | NC | 01/2025 | Present |
1. BE THE RAINBOW FOUNDATION, APEX NC CATEGORY: BOARD OF DIRECTORS 1. INVESTMENT-RELATED: NO TITLE: BOARD MEMBER/OFFICER DUTIES: SHARE EXPERIENCES, DRIVE AWARENESS, SUPPORT ADMINISTRATION AND PROVIDE BIG PICTURE GUIDANCE ON THE NEEDS OF PEDIATRIC CANCER FAMILIES. START DATE: 06/2021 HOURS PER MONTH: 5 2. BRIAN REYNOLDS POSITION: Insurance Producer NATURE: Insurance Brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 05/31/2024 ADDRESS: 430 Davis Drive, Suite 110, Morrisville NC 27560, United States DESCRIPTION: i solicit insurance products for clients who need insurance products. 3. RIAR WEALTH POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 250 SECURITIES TRADING HOURS: 250 START DATE: 02/12/2024 ADDRESS: 430 Davis Drive, Suite 110, Morrisville NC 27560, United States DESCRIPTION: Run a comprehensive financial planning practice. Meetings with clients. Investment and Insurance recommendations. Service clients existing accounts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-02 |
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