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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Crawfordville | FL | 08/2012 | Present |
| Park Avenue Securities Llc | Crawfordville | FL | 08/2012 | 09/2016 |
| Securities America Inc | Crawfordville | FL | 08/2016 | 06/2024 |
| Securities America Advisors | Crawfordville | FL | 08/2016 | 06/2024 |
| Osaic Wealth, Inc. | Crawfordville | FL | 06/2024 | Present |
| Osaic Wealth, Inc. | Crawfordville | FL | 06/2024 | Present |
1. Outside Insurance -Sales Agent-Outside Insurance Sales-Investment Related: Yes-Start Date: 09/07/2016 Address: 139 COUNCIL MOORE RD, Crawfordville FL 32327 Description: Sales of Life, Health, and Disability Insurance. Fixed Annuity Sales 2. JMT Speaker Trainer -Owner: John Maxwell Speaker Trainer-Investment Related: No-Start Date: 09/07/2016 Address: 139 COUNCIL MOORE RD, Crawfordville FL 32327 Description: Motivational Speaking Leadership Training 3. Rental Property -Owner-Rental Property-Investment Related: No-Start Date: 09/07/2016 Address: 172 Council Moore Road, Crawfordville FL 32327 Description: I own a rental property 4. ENGLISH FINANCIAL GROUP POSITION: Advisor NATURE: SECURITIES AMERICA ADVISORS INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/01/2016 ADDRESS: 139 COUNCIL MOORE RD, Crawfordville FL 32327 DESCRIPTION: Managed Money Platform 5. WAVEMAKER PODCAST POSITION: Owner NATURE: Podcast. Will be done as Brian English INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2025 ADDRESS: 139 Council Moore Road, Crawfordville FL 32327, United States DESCRIPTION: Podcast focusing on the history and progression of Wakulla County, Florida. No financial topics or advice will be discussed. Community leaders will be interviewed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-25 |
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