Best Investors Account Sign in

Athena Johnson Felhandler

Osaic Advisory Services, LLC

Southfield, MI

Claim This Profile
Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-11-08
  • MI RA
    APPROVED
    Since 2024-11-08

Branch Locations

29100 Northwestern Hwy Suite 250, Southfield, MI 48034 • 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
Fidelity Investments Farmington Hills MI 12/2007 08/2017
Ef Legacy Securities, Llc Henrico VA 09/2017 10/2018
Edelman Financial Services, Llc Fairfax VA 09/2017 11/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 06/2019
Kms Financial Services, Inc. Seattle WA 08/2019 11/2020
Securities America, Inc. Southfield MI 11/2020 06/2024
Arbor Point Advisors Southfield MI 11/2020 11/2024
Osaic Wealth, Inc. Southfield MI 06/2024 Present
Osaic Advisory Services, Llc Atlanta GA 11/2024 Present
  • 12/2007 → 08/2017
    Fidelity Investments
    Farmington Hills, MI
  • 09/2017 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 09/2017 → 11/2018
    Edelman Financial Services, Llc
    Fairfax, VA
  • 11/2018 → 06/2019
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 08/2019 → 11/2020
    Kms Financial Services, Inc.
    Seattle, WA
  • 11/2020 → 06/2024
    Securities America, Inc.
    Southfield, MI
  • 11/2020 → 11/2024
    Arbor Point Advisors
    Southfield, MI
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Southfield, MI
  • 11/2024 → Present
    Atlanta, GA
Previous Registrations
  • 2020-11-06 → 2024-11-08
    Arbor Point Advisors
    Southfield, MI
  • 2019-09-06 → 2020-11-06
    Kms Financial Services, Inc.
    Seattle, WA
    Southfield, MI
    Seattle, WA
  • 2018-11-01 → 2019-06-25
    Novi, MI
  • 2017-09-15 → 2018-11-01
    Edelman Financial Services, Llc
    Novi, MI
  • 2010-08-05 → 2017-08-21
    Southfield, MI
    Farmington, MI
Other Businesses

**KRONOS WEALTH MANAGEMENT, LLC POSITION: President and Founder NATURE: Life insurance and Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 07/19/2019 ADDRESS: 29100 Northwestern Hwy, Suite 250, Southfield MI 48034, United States DESCRIPTION: Insurance and Annuities **KRONOS WEALTH MANAGEMENT, LLC POSITION: President and Founder NATURE: DBA for Advisory Firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 25 START DATE: 07/19/2019 ADDRESS: 29100 Northwest Hwy, Suite 250, Southfield MI 48034, United States DESCRIPTION: DBA for Advisory Business

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-25
S63 Uniform Securities Agent State Law Examination 2004-10-13
  • S66 Uniform Combined State Law Examination
    2010-06-25
  • S63 Uniform Securities Agent State Law Examination
    2004-10-13
Other Names
  • Athena J Johnson
  • Athena Johnson Campbell
  • Athena J. Felhandler

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Southfield, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor