Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2023-11-03
FL RA APPROVED 2023-11-03
TX RA APPROVED_RES 2023-11-03
  • AL RA
    APPROVED
    Since 2023-11-03
  • FL RA
    APPROVED
    Since 2023-11-03
  • TX RA
    APPROVED_RES
    Since 2023-11-03

Branch Locations

Pike Road, AL • United States

7515 Halcyon Pointe Drive, Montgomery, AL 36117 • 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
Fsc Securities Corporation Wetumpka AL 12/2009 11/2023
Osaic Wealth, Inc. Montgomery AL 11/2023 Present
  • 12/2009 → 11/2023
    Fsc Securities Corporation
    Wetumpka, AL
  • 11/2023 → Present
    Montgomery, AL
Previous Registrations
  • 2009-12-10 → 2023-11-03
    Fsc Securities Corporation
    Montgomery, AL
    Wetumpka, AL
  • 2007-07-30 → 2009-12-10
    Intl Advisory Consultants Inc.
    Birmingham, AL
  • 2007-04-02 → 2007-07-31
    Morgan Stanley & Co. Llc
    Montgomery, AL
  • 2006-12-18 → 2007-04-02
    Morgan Stanley Dw Inc.
    Montgomery, AL
Other Businesses

1. LIFE & FIXED ANNUNITIES UNDER PERSONAL NAME. 2. YMCA Boys Work Committee, NOT INVESTMENT RELATED, NON-PROFIT 4145 CARMICHAEL RD MONTGOMERY AL Other - A member of the Committee for our annual fundraiser to benefit youth football in Montgomery: NOVEMBER 1, 2010,1 HR/MO, 0 HR/TD, We sell ads to raise money for youth football leagues.. 3. GUNTHARP FINANCIAL POSITION: Owner - NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2018 ADDRESS: 7515 Halcyon Pointe Drive, Montgomery, AL 36117, Montgomery AL 36117, United States DESCRIPTION: Fixed annuities and fixed insurance 4. SAINT JAMES SCHOOLS POSITION: STJ Parent Association BOD NATURE: It's a private school. STJ Parent Association BOD INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/30/2023 ADDRESS: 6010 Vaughn Rd Montgomery AL 36116 DESCRIPTION: Serve on the STJ PA Board, helping raise funds for the school. It's a Parent Association and supports the school. 5. GUNSTIN WELLNESS HOLDINGS, LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 8 START DATE: 09/19/2024 ADDRESS: 2008 University Blvd Tuscaloosa AL 35401 DESCRIPTION: I will own 50% of GunStin Wellness Holdings, LLC, which will own 3 F45 gyms. The locations are - Pike Road, Auburn & Tuscaloosa, Alabama. Jacob Stinson will own the other 50% of GunStin Wellness Holdings, LLC.My main duties will involve financial management of the business, financial records review and decision making, management decisions related to the overall business, and any other operational duties that arise. Jacob's main duties will be hiring and managing trainers, working with gym members to map out their overall health and training plans, coordinating classes, and ensuring the gym environment is healthy and efficient. 6. THE HOLDINGS, HOA POSITION: President of the HOA NATURE: It's the HOA for my small neighborhood. There are 4 homes and 8 total lots owned by the 4 homeowners. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/04/2025 ADDRESS: Holdings Ln Pike Rd AL 36064 DESCRIPTION: President of the HOA. No check-writing abilities, nor access to the HOA account. We manage the small community together as homeowners, but we had to have official officer positions, which is how I became President. General home ownership/community maintenance and care. 7. RIVER REGION YOUTH FOOTBALL LEAGUE POSITION: Board Member rep for Saint James School NATURE: A board of directors in charge of organizing and managing a youth football league for boys in 3rd-6th grades. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/04/2025 ADDRESS: 4121 Carmichael Road, Suite 502, Montgomery AL 36123, United States DESCRIPTION: Volunteer alongside 11 other BOD members to organize, manage and lead a youth football league. 6 private schools are members of the RRYFL - Montgomery Academy, Saint James School, Trinity School, Catholic, Alabama Christian, Prattville Christian.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-16
  • S66 Uniform Combined State Law Examination
    2006-12-16

View on SEC IAPD

More in Pike Road, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor