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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-11-03 |
| FL | RA | APPROVED | 2023-11-03 |
| GA | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
310 Dupont Street, Punta Gorda, FL 33950 • United States
Two Ballpark Center, 800 Battery Avenue Se Suite 300, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Atlanta | GA | 05/2007 | 08/2018 |
| Woodbury Financial Services Inc | Atlanta | GA | 08/2018 | 09/2018 |
| Homrich Berg | Atlanta | GA | 10/2018 | 06/2019 |
| Fsc Securities Corporation | Atlanta | GA | 09/2019 | 12/2021 |
| Beane Financial Consulting | Atlanta | GA | 01/2022 | Present |
| Osaic Wealth, Inc. | Atlanta | GA | 11/2023 | Present |
1. BEANE FINANCIAL CONSULTING LLC POSITION: Owner / Manager NATURE: Georgia LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2022 ADDRESS: 800 Battery Ave SE Ste 100 Atlanta GA 30339 DESCRIPTION: Beane Financial Consulting LLC is a Georgia-registered LLC established for the sole purpose of separating my business accounting from my accounting. All commissions and fees paid to me from the Broker Dealer are transferred to this LLC for payment of bills and expenses related to my business operations (i.e., rent, cable/internet, and office supplies). The LLC is a single-member / sole proprietorship, and I am the only member/manager. 2. JOHN "BRIAN" BEANE - INSURANCE LICENSE POSITION: License Holder NATURE: FP holds insurance licenses, including life, health, and variable annuity, in various states. Insurance business is conducted through broker dealer, with no direct business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/08/2022 ADDRESS: 800 Battery Ave SE Ste 100 Atlanta GA 30339 DESCRIPTION: I am the writing/servicing agent on the client's existing life insurance and variable annuity contracts. I occasionally write new life insurance and annuity business through approved BD channels. 3. WOO PIG SOOIE, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 1710 Barrington Cir Marietta GA 30062 DESCRIPTION: Market research and due diligence on residential real estate for purposes of acquisition and future property management and short-term leasing for profit. 4.HAVERFORD HOMEOWNDER'S ASSOCIATION POSITION: Board Member NATURE: Homeowner's Association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2026 ADDRESS: PO Box 71152, Marietta GA 30007, United States DESCRIPTION: Serve on the board of the Homeowner's Association, and any associated duties, such as reviewing and voting on motions by members, conducting meetings with other board members, and enforcing HOA covenants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-15 |
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