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191 North Main Street, Jonesboro, GA 30236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2003-02-20 |
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tara Financial Group | Jonesboro | GA | 01/1995 | Present |
| Lincoln Financial Securities Corp | Concord | NH | 07/2008 | 01/2025 |
| Osaic Wealth, Inc. | Jonesboro | GA | 01/2025 | Present |
1)TARA FINANCIAL GROUP 191 N MAIN ST JONESBORO, GA 30236 CATEGORY:INSURANCE INVESTMENT-RELATED:YES TITLE: AGENT DUTIES: SALES AND SERVICE OF A&H, DI, FIXED ANNUITIES, EIAS, LTC AND TRADITIONAL LIFE INSURANCE START DATE: 01/01/1995 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160 2)NOEL K EDWARDS, JR 191 N MAIN ST JONESBORO, GA 30236 CATEGORY: P&C INVESTMENT-RELATED:YES TITLE:AGENT DUTIES:SALES AND SERVICE OF P&C INSURANCE START DATE: 01/010/1995 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 3)TARA FINANCIAL GROUP 191 N MAIN ST JONESBORO, GA 30236 CATEGORY:EQUITY INDEXED ANNUITIES INVESTMENT-RELATED: YES TITLE:AGENT DUTIES:SALES AND SERVICE OF EIAS START DATE: 10/03/2012 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 4)TARA FINANCIAL GROUP 191 N MAIN ST JONESBORO, GA 30236 CATEGORY: OTHER INVESTMENT-RELATED: NO TITLE:EMPLOYEE DUTIES:SET UP AND MAINTAIN COMPUTERS, PRINTERS AND THE FILE SERVER. EMAIL ACCOUNTS AND WEB SITE AND ANYTHING ELSE TO DO WITH OFFICE TECHNOLOGY. START DATE:01/01/2000 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 5) MONEYTRAX, MCDONOUGH GA 30253 CATEGORY: RETAIL EMPLOYEE INVESTMENT RELATED: NO TITLE: EMPLOYEE DUTIES: ASSISTS WITH SET-UP AND TEAR-DOWN OF EQUIPMENT AND ANSWERS QUESTIONS AT CONFERENCES. START DATE: HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 2 6)TARA FINANCIAL GROUP, INC., 191 NORTH MAIN ST., JONESBORO, GA 30236 CATEGORY: INVESTMENT ADVISORY INVESTMENT RELATED: YES TITLE: SALES PERSON DUTIES: PROVIDES INVESTMENT ADVISORY SERVICES START DATE: 04/2019 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-08-08 |
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