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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-15 |
| TX | RA | APPROVED_RES | 2023-12-06 |
| FL | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jhfn Sii | Melbourne | FL | 01/2011 | 11/2018 |
| Osaic Wealth, Inc. | Melbourne | FL | 11/2018 | Present |
1. FORESIGHT WEALTH SOLUTIONS POSITION: agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/18/2011 ADDRESS: 3188 Suntree Blvd, Melbourne FL 32955, United States DESCRIPTION: Sales and marketing of fixed annuities and non variable insurance. 2. FORESIGHT WEALTH SOLUTIONS POSITION: I conduct investment and insurance under this business name NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 12/01/2014 ADDRESS: 3188 Suntree Blvd, Rockledge FL 32955, United States DESCRIPTION: Sales and marketing of securities, Investment advisory and Insurance products. 3. GRAND LODGE OF FREE AND ACCEPTED MASONS OF FL POSITION: Board Member NATURE: Non Profit Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 05/26/2018 ADDRESS: 220 N Olean St, Jacksonville FL 32202, United States DESCRIPTION: Endowment and investment committee, oversee for recommendation to corporate board. 4. IMPERIAL SHRINE POSITION: Member of the Board of Governors, Shriners Healthcare for Children, Florida NATURE: Corporation Member of the Board of Governors, Shriners Healthcare for Children, Florida INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 2900 N Rocky Point Drive, Tampa FL 33607, United States DESCRIPTION: Member of the Board of Governors, Shriners Healthcare for Children, Florida Board member making decisions for our Florida patients and affiliations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-20 |
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