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Jerome Patrick Owens

Osaic Wealth, Inc.

Brunswick, GA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-08-23
  • GA RA
    APPROVED
    Since 2024-08-23

Branch Locations

501 Gloucester St Suite 205, Brunswick, GA 31520 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Owens Window Tinting Brunswick GA 06/1994 Present
Triad Advisors, Inc. Norcross GA 03/2016 08/2024
Osaic Wealth, Inc. Brunswick GA 08/2024 Present
  • 06/1994 → Present
    Owens Window Tinting
    Brunswick, GA
  • 03/2016 → 08/2024
    Triad Advisors, Inc.
    Norcross, GA
  • 08/2024 → Present
    Brunswick, GA
Previous Registrations
  • 2016-03-14 → 2024-08-23
    Triad Advisors Llc
    Brunswick, GA
    Brunswick, GA
    Atlanta, GA
  • 2014-10-08 → 2016-12-21
    First Allied Advisory Services, Inc.
    Brunswick, GA
    San Diego, CA
  • 2012-05-17 → 2014-01-23
    Invest Financial Corporation
    Brunswick, GA
  • 2011-05-02 → 2012-04-20
    Truist Investment Services, Inc.
    Brunswick, GA
  • 2009-10-01 → 2011-03-24
    Macon, GA
Other Businesses

1. LIGHTHOUSE CHURCH POSITION: Elder NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2019 ADDRESS: 126 Goodtown Drive, Brunswick GA 31525 DESCRIPTION: Pastoral care, supporting membership, planning activities 2. GOLDEN ISLES SHAG CLUB POSITION: Vice-president NATURE: non-profit dance club INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: PO Box 24235, St Simons Island GA 31522 DESCRIPTION: participate in monthly meetings, plan events, promote the Carolina shag, teach basic shag dance lessons 3. OWENS WINDOW TINTING POSITION: owner NATURE: window film installation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1994 ADDRESS: 1982 Old Jesup Rd, Brunswick GA 31525 DESCRIPTION: install window film in commercial, residential, or automotive applications, work up quotes for potential customers 4. PARABLE FINANCIAL NETWORK POSITION: advisor NATURE: investment firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 7 START DATE: 03/01/2016 ADDRESS: 501 Gloucester Street, Suite 205, Brunswick GA 31520, United States DESCRIPTION: meet with clients,give advice

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-23
S63 Uniform Securities Agent State Law Examination 2004-04-08
  • S66 Uniform Combined State Law Examination
    2009-09-23
  • S63 Uniform Securities Agent State Law Examination
    2004-04-08
Other Names
  • J. Patrick Owens
  • Patrick Owens

View on SEC IAPD

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