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Paul Charles Ragone

Osaic Wealth, Inc.

Knoxville, TN

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-01-19
  • TN RA
    APPROVED
    Since 2024-01-19

Branch Locations

9724 Kingston Pike Ste 1402, Knoxville, TN 37922 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Osaic Wealth, Inc. Knoxville TN 01/2024 Present
Woodbury Financial Services Knoxville TN 08/2003 01/2024
  • 01/2024 → Present
    Knoxville, TN
  • 08/2003 → 01/2024
    Woodbury Financial Services
    Knoxville, TN
Previous Registrations
  • 2004-03-31 → 2024-01-19
    Woodbury Financial Services, Inc.
    Knoxville, TN
    Farragut, TN
  • 2004-08-25 → 2005-12-14
    Farragut, TN
Other Businesses

1. INTEGRITY WEALTH SERVICES POSITION: President NATURE: Sole Proprieorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/08/2017 ADDRESS: 9724 Kingston Pike, Suite 1402, Knoxville TN 37922, United States DESCRIPTION: Non securities related life insurance sales including term and whole life.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-06-04
S63 Uniform Securities Agent State Law Examination 1997-06-19
  • S65 Uniform Investment Adviser Law Examination
    2001-06-04
  • S63 Uniform Securities Agent State Law Examination
    1997-06-19

View on SEC IAPD

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