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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-06-14 |
| NC | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
Louisville, KY • United States
10200 Forest Green Blvd Suite 304, Louisville, KY 40223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Louisville | KY | 10/2004 | 06/2024 |
| Securities America Advisors, Inc. | Louisville | KY | 10/2004 | 06/2024 |
| Osaic Wealth, Inc. | Louisville | KY | 06/2024 | Present |
1. MT. MORGAN POSITION: Lessor NATURE: Land lease for a gas compressor. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2004 ADDRESS: Mt. Morgan, Williamsburg KY 40769, United States DESCRIPTION: None 2. FI LIFE FRAMEWORK POSITION: Creator and Owner NATURE: Digital financial tools for use to communicate and gather information from clients INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/12/2021 ADDRESS: 10200 Forest Green Blvd, Suite 304, Louisville KY 40202-4419, United States DESCRIPTION: Design and develop questions and digital experience with clients to assist in the planning process. 3. GILLIAM MEASE ADVISORS POSITION: Agent NATURE: INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/1997 ADDRESS: 10200 Forest Green Blvd, Suite 304, Louisville KY 40202, United States DESCRIPTION: I advise and sell select insurance products to my clients when they are in their best interest.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-30 |
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