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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
| VA | RA | APPROVED | 2024-06-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Newport News | VA | 07/2014 | 06/2024 |
| Securities America Advisors | Newport News | VA | 07/2014 | 06/2024 |
| Osaic Wealth, Inc. | Newport News | VA | 06/2024 | Present |
1. TEAGLE FINANCIAL POSITION: Life Insurance Sales NATURE: RETIREMENT SOLUTIONS /INSURANCE SALES-- OWNER INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2014 ADDRESS: 11528 Jefferson Ave, Newport News VA 23601 DESCRIPTION: discuss life insurance needs with clients 2. DBA - Teagle Financial Services 3. ROTARY CLUB BOARD MEMBER POSITION: assistant secretary NATURE: Rotary Club of Newport News board member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2021 ADDRESS: 1500 Country Club Road, Newport News VA 23606 DESCRIPTION: take notes at board meetings when Secretary is not present to do so. Assist at check in tables for weekly meetings. 4. COLONY FRIENDS CHURCH POSITION: Elder NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2025 ADDRESS: 284 Colony Road, Newport News VA 23602, United States DESCRIPTION: Once per month meeting to discuss church administrative matters with the other elders. 5. TIDEWATER ADVISORY GROUP, LLC POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/17/2018 ADDRESS: 11528 JEFFERSON AVE., NEWPORT NEWS VA 23601, United States DESCRIPTION: Employees my assistant; future potential marketing name only; no activity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-22 |
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