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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-25 |
| AL | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
2100 Southbridge Pkwy # 257, Birmingham, AL 35209 • United States
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. | Birmingham | AL | 10/2015 | 06/2024 |
| Securities America Advisors | Birmingham | AL | 10/2015 | 06/2024 |
| Osaic Wealth, Inc. | Birmingham | AL | 06/2024 | Present |
**Insurance Sales Position: Independent Contractror - Nature: Insurance sells and service as part of relationship with Client at Securities America. This will include Life, Disability, and Long-Term Care. - Investment Related: Yes - Hours: 5 - Securities Trading Hours: 5 - Start Date: 05/03/2000 - Address: 2100 B. Southbridge Parkway, Birmingham AL 35209 **Financial Planning Position: Advisor/Planner Nature: Financial Planning Investment Related: Yes - Hours: 20 - Securities Trading Hours: 20 - Start Date: 05/03/2000 Address: 2100 B. Southbridge Parkway, Birmingham AL 35209 **Executor Position: executor of will - Nature: I serve as the executor for my brother and sister in law's will. - Investment Related: No - Hours: 0 - Securities Trading Hours: 0 - Start Date: 01/29/2010 - Address: 1038 Dunsmore, Chelsea AL 35043
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-02-25 |
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