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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-07-26
  • FL RA
    APPROVED
    Since 2023-07-26

Branch Locations

Spring Hill, FL • United States

3622 Galileo Drive Suite 103, Trinity, FL 34655 • 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
Bronson'S Crafts N Such Trinity FL 10/2009 Present
Full Circle Financial New Port Richey FL 08/2015 04/2017
Signator Investors, Inc. New Port Richey FL 05/2016 04/2017
Raymond James And Associates Trinity FL 05/2017 07/2023
Osaic Wealth, Inc. Trinity FL 06/2023 Present
  • 10/2009 → Present
    Bronson'S Crafts N Such
    Trinity, FL
  • 08/2015 → 04/2017
    Full Circle Financial
    New Port Richey, FL
  • 05/2016 → 04/2017
    Signator Investors, Inc.
    New Port Richey, FL
  • 05/2017 → 07/2023
    Raymond James And Associates
    Trinity, FL
  • 06/2023 → Present
    Trinity, FL
Previous Registrations
Other Businesses

(1)Name of Business: Bronson's Crafts n Such Address: 8651 Ardenwood Court, Trinity, FL, 34655, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/01/2009 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I create hand painted wood items to sell at craft shows and Etsy periodically through the year Hours per month devoted to this business during trading hours: 0 (2)BRONSON'S CRAFTS POSITION: owner/crafter NATURE: (1)Name of Business: Bronson's Crafts n Such Address: 8651 Ardenwood Court, Trinity, FL, 34655, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/01/2009 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I create hand painted wood items to sell at craft shows and Etsy periodically through the yearHours per month devoted to this business during trading hours: 0 INVESTMENT RELATED: No NUMBER OF HOURS: 11 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2009 ADDRESS: 6376 Hazelwood Rd, Spring Hill FL 34608, United States DESCRIPTION: I create hand painted wood items to sell at craft shows and Etsy periodically through the year (3)VILARDI WEALTH MANAGEMENT POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 160 START DATE: 05/03/2023 ADDRESS: 3622 Galileo Drive, Ste 103, Trinity FL 34655, United States DESCRIPTION: administrative duties including:Create reports and scheduled reviews with clients, acct opening/closing/maintenance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-20
  • S66 Uniform Combined State Law Examination
    2022-09-20
Other Names
  • April Dawn Herman
  • April D Clark

View on SEC IAPD

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