Jeffrey Allen Edwards

Current Employers

Employment History

• 10/2007 → 04/2018
  Tiaa
  Charlotte, NC
• 10/2007 → 04/2018
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
• 07/2019 → 06/2024
  Highland Capital Brokerage
  Charlotte, NC
• 01/2020 → 07/2020
  Investacorp Inc
  Miami, FL
• 01/2020 → 07/2020
  Investacorp Advisory Services
  Miami, FL
• 04/2018 → 07/2019
  Unemployed
  Charlotte, NC
• 07/2020 → 06/2024
  Securities America, Inc.
  Charlotte, NC
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Charlotte, NC
• 06/2024 → 01/2026
  Osaic Wealth, Inc.
  Charlotte, NC
• 06/2024 → 01/2026
  Osaic Wealth, Inc.
  Charlotte, NC
• 02/2026 → Present
  Modern Life
  New York, NY
• 02/2026 → Present
  Simplicity Investments
  Summit, NJ

Previous Registrations

• 2024-06-14 → 2026-02-03
  Osaic Wealth, Inc.
  Birmingham, AL
  Birmingham, AL
• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Charlotte, NC
• 2020-01-14 → 2020-07-17
  Investacorp Advisory Services Inc
  Charlotte, NC
• 2007-10-23 → 2018-04-30
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
• 2002-10-09 → 2007-09-27
  Osaic Fa, Inc.
  Charlotte, NC
  Charlotte, NC

Other Businesses

1.) MODERN LIFE - 2/2/26 - 295 Lafayette Street, Suite 701, New York, NY 10012 - Life insurance/annuity sales, Broker for life insurance/annuity, Invt Rel, Insurance business, 160 hrs/mo; 26 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 2/26/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2002-10-08