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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-12-02 |
| TX | RA | APPROVED | 2025-11-26 |
Branch Locations
201B Towers Drive Suite B, Greenwood, SC 29649 • 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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-15 |
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