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Scott Bradford Creel

Osaic Wealth, Inc.

Chattanooga, TN

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2023-09-01
  • TN RA
    APPROVED
    Since 2023-09-01

Branch Locations

5726 Marlin Rd Suite 107, Chattanooga, TN 37411 • 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
Sagepoint Financial, Inc Chattanooga TN 01/2009 Present
Osaic Wealth, Inc. Chattanooga TN 09/2023 Present
  • 01/2009 → Present
    Sagepoint Financial, Inc
    Chattanooga, TN
  • 09/2023 → Present
    Chattanooga, TN
Previous Registrations
  • 2023-05-16 → 2023-09-01
    Osaic Services, Inc.
    Chattanooga, TN
Other Businesses

1. SOUTHERN EXPRESS FINANCIAL GROUP POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 06/01/2002 ADDRESS: 147 N. Market St STE A, Chattanooga TN 37405, United States DESCRIPTION: Acquire new clients and service existing clients. Access fixed insurance needs and offer products for solutions. 2. CREEL FINANCIAL SERVICES POSITION: Vice President NATURE: Sole Proprietorship? INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 02/20/2024 ADDRESS: 5726 Marlin Rd, Suite 107, Chattanooga TN 37405, United States DESCRIPTION: Acquire new clients and service existing clients. Access fixed insurance needs and offer products for solutions. 3. CREEL FINANCIAL SERVICES POSITION: Office Manager for Creel Financial Services NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2021 ADDRESS: 5726 Marlin Rd, Suite 107, Chattanooga TN 37411, United States DESCRIPTION: Training staff, assist with sub agents/reps licensing and cyber security compliance, sending correspondence, logging correspondence, completing account openings, closings, and updates.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-06-07
  • S63 Uniform Securities Agent State Law Examination
    2003-06-07
Designations
Other Names
  • Scott B Creel

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