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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2023-10-31
  • AL RA
    APPROVED
    Since 2023-10-31

Branch Locations

65A Town Center Drive, Huntsville, AL 35806 • 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
Billy G Brown Cpa Pc Huntsville AL 01/2004 Present
Avantax Investment Services, Inc. Huntsville AL 05/2004 10/2023
Avantax Advisory Services Huntsville AL 08/2010 10/2023
Brown Professional Group, Inc. Huntsville AL 10/2007 Present
Avantax Insurance Agency, Llc Huntsville AL 05/2006 10/2023
Osaic Huntsbille AL 10/2023 Present
  • 01/2004 → Present
    Billy G Brown Cpa Pc
    Huntsville, AL
  • 05/2004 → 10/2023
    Avantax Investment Services, Inc.
    Huntsville, AL
  • 08/2010 → 10/2023
    Avantax Advisory Services
    Huntsville, AL
  • 10/2007 → Present
    Brown Professional Group, Inc.
    Huntsville, AL
  • 05/2006 → 10/2023
    Avantax Insurance Agency, Llc
    Huntsville, AL
  • 10/2023 → Present
    Osaic
    Huntsbille, AL
Previous Registrations
  • 2010-08-11 → 2023-11-07
    Avantax Advisory Services
    Huntsville, AL
Other Businesses

Brown Professional Group, Inc. Investment Related: No Address: 65A Town Center Drive, Huntsville, AL 35806 Nature of business: Corporation Position : Staff Accountant Title: Employee Start date: 10/18/2007 Hours per month: 20 Hours during securities trading hours: 10 Description of duties: Tax return preparation, bookkeeping, payroll processing. Brown Professional Group, Inc. (1) Investment Related: No Address: 65A Town Center Drive, Huntsville, AL 35806 Nature of business: Corporation Position : Employee Title: Other Start date: 10/18/2007 Hours per month: 150 Hours during securities trading hours: 150 Description of duties: Employee of Brown Professional Group Blake Brown. Investment Related: Yes Address: 65A Town Center Drive, Huntsville, AL 35806 Nature of business: Insurance Agent Position : Insurance Agent Title: Other Start date: 05/01/2006 Hours per month: 1 Hours during securities trading hours: 1 Description of duties: Life, Disability, Annuities NOTARY POSITION: Notary Public NATURE: I provide notary services when needed for clients. This is not a business for which I derive any compensation. NO compensation is derived from this activity. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/27/2024 ADDRESS: 65A Town Center Drive, Huntsville AL 35806 DESCRIPTION: I provide notary services when needed for clients. This is not a business for which I derive any compensation. NO compensation is derived from this activity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-30
  • S66 Uniform Combined State Law Examination
    2004-10-30
Designations

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