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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-01-19 |
Branch Locations
1400 Buford Highway Suite G-2, Sugar Hill, GA 30518 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Lilburn | GA | 07/2003 | 01/2024 |
| Osaic Wealth, Inc. | Sugar Hill | GA | 01/2024 | Present |
1. MARKEL FINANCIAL SERVICES POSITION: President/Insurance Broker NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/31/2007 ADDRESS: 1400 Buford Highway, Suite G2, Sugar Hill GA 30518, United States DESCRIPTION: INSURANCE BROKER: SELL LIFE-HEALTH-DISABILITY-LONG TERM CARE-DENTAL-MEDICAREFINANCIAL ADVISOR: SELL LIFE-HEALTH-DISABILITY-LONG TERM CARE-DENTAL-MEDICARECOMPENSATION IS ON A COMMISSION BASIS FROM THE CARRIERS THAT I REPRESENT. No material conflict of interest.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-30 |
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