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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-12-02
TX RA APPROVED 2025-11-26
  • SC RA
    APPROVED
    Since 2025-12-02
  • TX RA
    APPROVED
    Since 2025-11-26

Branch Locations

201B Towers Drive Suite B, Greenwood, SC 29649 • United States

104-B Commons Blvd, Piedmont, SC 29673 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Greenville SC 05/2009 11/2016
Wells Fargo Clearing Services, Llc Greenville SC 11/2016 05/2017
Voya Financial Advisors Greenwood SC 05/2017 06/2021
Huffington Post New York City NY 09/2015 08/2025
Millie Lewis Models & Talent Agency Greenville SC 08/2015 08/2025
Cetera Wealth Services, Llc El Segundo CA 06/2021 11/2025
Cetera Investment Advisers Llc Schaumburg IL 06/2023 11/2025
Osaic Wealth Inc Greenwood SC 11/2025 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Greenville, SC
  • 11/2016 → 05/2017
    Greenville, SC
  • 05/2017 → 06/2021
    Voya Financial Advisors
    Greenwood, SC
  • 09/2015 → 08/2025
    Huffington Post
    New York City, NY
  • 08/2015 → 08/2025
    Millie Lewis Models & Talent Agency
    Greenville, SC
  • 06/2021 → 11/2025
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → 11/2025
    Schaumburg, IL
  • 11/2025 → Present
    Greenwood, SC
Previous Registrations
Other Businesses

1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 201-B TOWERS DRIVE; GREENWOOD; SC; 29649; FIXED INSURANCE; INDEPENDENT INSURANCE AGNET; 5/26/2017; 160; 160; SALE OF FIXED INSURANCE PRODUCTS.| 2. NAME OF ENTITY: SANDERS WEALTH MANAGEMENT; Yes; 201-B TOWERS DRIVE; GREENWOOD; SC; 29649; FINANCIAL SERVICES/DBA; OWNER; 5/26/2017; 160; 160; SALE OF INSURANCE,SECURITIES AND INVESTMENT PRODUCTS.| 3. NAME OF OTHER BUSINESS: EVERGREEN BUSINESS PROPERTIES LLC; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 6/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: PROPERTY FOR OFFICE SPACE AND LEASE OF ADDITIONAL OFFICE SPACE; 4. NAME OF OTHER BUSINESS: GREENTREE WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 6/2022; POSITION/TITLE/RELATIONSHIP:OWNER/FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 100 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5. INSURANCE AGENT POSITION: President of Sanders Wealth Management NATURE: Fixed Annuity Business, Long Term Health, Life Insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 190 SECURITIES TRADING HOURS: 130 START DATE: 05/26/2017 ADDRESS: 201-B Towers Drive, Greenwood SC 29646, United States DESCRIPTION: I speak with clients regarding insurance needs as part of their overall financial wellbeing. 6. SANDERS WEALTH MANAGEMENT POSITION: President NATURE: This is the name of the DBA LLC that will be affiliated with Osaic. INVESTMENT RELATED: Yes NUMBER OF HOURS: 190 SECURITIES TRADING HOURS: 130 START DATE: 05/26/2017 ADDRESS: 201-B Towers Drive, Greenwood SC 29646, United States DESCRIPTION: President of Sanders Wealth Management as an affiliate of Osaic. 7. EVERGREEN BUSINESS PROPERTIES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/22/2022 ADDRESS: 201 B Towers Drive, Greenwood SC 29649, United States DESCRIPTION: I am the owner of this business which is used for property ownership purposes. I receive income from rental office spaces and occupy property as my office space and lease out additional office space. 8. GREENTREE WEALTH MANAGEMENT, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/22/2022 ADDRESS: 201 B Towers Drive, Greenwood SC 29649, United States DESCRIPTION: I am the owner of this business which is used for property ownership purposes. I receive income from rental office spaces and occupy property as my office space and lease out additional office space.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-10-22
S63 Uniform Securities Agent State Law Examination 1997-10-15
  • S65 Uniform Investment Adviser Law Examination
    1997-10-22
  • S63 Uniform Securities Agent State Law Examination
    1997-10-15
Designations
Other Names
  • Nathan Sanders

View on SEC IAPD

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