Charles Wayne Cordle

Current Employers

Employment History

• 04/2002 → Present
  Cox Financial Centers
  Chattanooga, TN
• 06/2008 → Present
  Cox Wealth Management, Llc.
  Chattanooga, TN
• 08/2010 → 10/2024
  American Portfolios Financial Services, Inc.
  Chattanooga, TN
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2016-11-23 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2009-02-25 → 2016-12-31
  Cox Wealth Management, Llc
  Chattanooga, TN

Other Businesses

1. COX WEALTH MANAGEMENT, LLC REGISTERED INVESTMENT ADVISER (INVESTMENT RELATED)06/08-PRESENT (IAR) 70 HRS/MONTH (DURNING AND AFTER HRS) AMERICAN PORTFOLIOS FINANCIAL SERVICES REGISTERED BROKER DEALER (INV RELATED) 08/10- PRES. LICENSED ADMIN ASSIST 100 HRS/MTH (DURING/AFTER HRS) COX FINANCIAL CENTERS,INC INS. BROKERAGE AGENCY (NON-INV RELATED) 04/02-PRES. LICENSED AGENT/MANAGER 30 HRS/MTH 2. COX FINANCIAL CENTERS, INC. POSITION: LICENSED INSURANCE AGENT NATURE: S- Corporation. I have no ownership or control. I am an employee only. INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 04/01/2002 ADDRESS: 6031 Shallowford road, Suite 109, Chattanooga TN 37421, United States DESCRIPTION: Licensed and Registered Assistant under Richard L Cox Sr. General Agent. 3. OOLTEWAH UMC POSITION: Musician NATURE: Sole Proprietorship. I play guitar for my Church Worship Group. No Administration duties Do not handle any monies. INVESTMENT RELATED: No NUMBER OF HOURS: 28 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2015 ADDRESS: 6131 Relocation Way, Ooltewah TN 37363, United States DESCRIPTION: Play Guitar. Run Sound and Audio. 4. COX WEALTH MANAGEMENT, LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 06/01/2008 ADDRESS: 6031 Shallowford Road, Suite 109, Chattanooga TN 37421, United States DESCRIPTION: Tax and Accounting service. I am a Registered Assistant under Richard L Cox Sr. I have No Ownership or No Control. 5. OSAIC WEALTH, INC. POSITION: Registered Assistant NATURE: SEC Registered Investment Advisor. I have No ownership or control. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 10/14/2024 ADDRESS: 6031 Shallowford road, Suite 109, Chattanooga TN 37421, United States DESCRIPTION: I am a Registered Assistant for Richard L Cox Sr. and perform all duties that He requires. 6. CHARLES WAYNE CORDLE, JR POSITION: Notary Public NATURE: Individual INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/23/2009 ADDRESS: 6031 Shallowford Rd, Suite 109, Chattanooga TN 37421, United States DESCRIPTION: Notary for clients of the firm only.

Exams

• S66 Uniform Combined State Law Examination
  2009-02-06

Other Names

• Wayne Cordle
• Junior Cordle