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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Birmingham | AL | 11/2011 | 02/2020 |
| Pruco Securities Llc | Birmingham | AL | 11/2011 | 02/2020 |
| Lincoln Financial Securities | Gadsen | AL | 04/2020 | 01/2025 |
| Osaic Wealth, Inc. | Gadsden | AL | 01/2025 | Present |
1) ASHLEY HOLDINGS 1304 ALFORD BEND RD GADSDEN AL CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: MAINTAIN BUILDING AND COLLECT RENTAL INCOME START DATE: 10/2011 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 5 2) AMERICAN WEALTH MANAGEMENT 546 BROAD STREET, STE D GADSDEN AL CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: OWNER DUTIES: OFFERS ACCIDENT AND HEALTH INSURANCE, EQUITY INDEXED ANNUITIES, TRADITIONAL LIFE INSURANCE, MEDICARE SUPPLEMENTS START DATE: 06/2009 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-19 |
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