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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-01 |
Branch Locations
741 Cool Springs Boulevard Suite 107, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2012 | 05/2026 |
| Wise Family Wealth, Llc | Brentwood | TN | 05/2012 | 12/2025 |
| Osaic Wealth, Inc. | Franklin | TN | 05/2026 | Present |
1. Fixed insurance sales, as of 2012, at branch location, investment related. 2.RICHARD CARLSON POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/21/2012 ADDRESS: 741 Cool Springs Blvd, Ste 107, Franklin TN 37067, United States DESCRIPTION: Fixed Insurance Sales through broker/dealer agency
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-26 |
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