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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-24 |
| TN | RA | APPROVED | 2024-01-19 |
Branch Locations
9055 Forest Centre Drive, Germantown, TN 38138 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Performance Marketing Group | Germantown | TN | 11/1999 | Present |
| Centry Financial | Germantown | TN | 11/2003 | Present |
| Woodbury Financial Services | Germantown | TN | 11/2006 | 01/2024 |
| Osaic Wealth, Inc. | Germantown | TN | 01/2024 | Present |
1) CENTURY FINANCIAL TAX POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/01/2020 ADDRESS: 9055 Forest Centre Drive, Germantown TN 38138, United States DESCRIPTION: We are adding tax planning to our practice through Century Financial Tax, CFT (a separate entity from Century Financial). CFT will complete individual tax returns. 2) CENTURY FINANCIAL LLC POSITION: Owner/Agent NATURE: Limited Liability Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2006 ADDRESS: 9055 FOREST CENTRE DR, Germantown TN 38138, United States DESCRIPTION: Sales and Service of Fixed Insurance Business and Ownership of the firm 3) SWP HOLDINGS POSITION: Owner NATURE: Commercial Construction INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2004 ADDRESS: 9055 Forest Centre Drive, Germantown TN 38138, DESCRIPTION: Keeping the books 4) BRIAN WHITE POSITION: Author NATURE: Authored a book INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2021 ADDRESS: 9055 Forest Centre Drive, Germantown TN 38138 DESCRIPTION: The author of a book entitled Single Women in Retirement 5) PERFORMANCE MARKETING GROUP POSITION: Owner NATURE: Group Travel - Business to Business INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/02/1999 ADDRESS: 9055 Forest Centre Drive, Germantown TN 38138 DESCRIPTION: Oversee and operate events
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-03-14 |
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