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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
6 Cadillac Dr Suite 330, Brentwood, TN 37027 • United States
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 |
|---|---|---|---|---|
| Securities Service Network | Franklin | TN | 07/2008 | 09/2020 |
| Securities America, Inc. | Brentwood | TN | 09/2020 | 06/2024 |
| Securities America Advisors, Inc. | Brentwood | TN | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | Brentwood | TN | 06/2024 | Present |
1. WEALTHPOINT FINANCIAL GROUP POSITION: Owner NATURE: This is my LLC from which I operate my practice. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/15/2008 ADDRESS: Six Cadillac Drive, Suite 330, Brentwood, TN 37027 DESCRIPTION: This is my financial planning practice. 2. AUGUST PERAZZINI POSITION: Owner NATURE: Disability, life, and long-term care sales. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/15/2008 ADDRESS: Six Cadillac Drive, Suite 330, Brentwood, TN 37027 DESCRIPTION: Disability, life, and long-term care insurance sales. 3. AUGUST PERAZZINI POSITION: Instructor NATURE: I teach the financial planning module for the Kaplan CFP program at Belmont University in Nashville, TN. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/28/2015 ADDRESS: 1900 Bemont Blvd, Nashville, TN 37212 DESCRIPTION: I teach the retirement planning module for Kaplan's CFP program at Belmont University. 4. DBA - Wealthpoint Financial Group
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-08 |
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