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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-06-14 |
Branch Locations
1415 Hillyer Robinson Pkwy. Box 2687, Anniston, AL 36207-2687 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brogdon & Owens, Inc., Accounting And Consulting Services | Anniston | AL | 10/1998 | Present |
| Securities America, Inc. | Anniston | AL | 11/1999 | 06/2024 |
| Securities America Advisors, Inc. | Anniston | AL | 01/2002 | 06/2024 |
| Osaic Wealth, Inc. | Anniston | AL | 06/2024 | Present |
| Osaic Wealth, Inc. | Anniston | AL | 06/2024 | Present |
1.JEFF OWENS & ASSOCIATES, INC. POSITION: owner/accountant NATURE: Tax Preparaton and Accounting Services INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 10/01/1998 ADDRESS: 1415 Hillyer Robinson Industrial Pkwy, Anniston AL 36207, United States DESCRIPTION: Tax preparation and planning, payroll and financial statements, tax consulting, other accounting services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-22 |
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