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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-17 |
| TN | RA | APPROVED | 2018-11-02 |
Branch Locations
104 Woodmont Blvd Suite 210, Nashville, TN 37205 • 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 |
|---|---|---|---|---|
| Jhfn Sii | Nashville | TN | 09/2011 | 11/2018 |
| Osaic Wealth, Inc. | Nashville | TN | 11/2018 | Present |
1. RENTAL PROPERTY POSITION: Sole Proprietor with Wife NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2024 ADDRESS: 3610 Doge Pl, Nashville TN 37204, United States DESCRIPTION: Rental Income, pay taxes,general maintenance?. 2, BOARD MEMBER - CALVARY YOUNG CHILDREN'S SCHOOL POSITION: Boardmember/Finance Chair NATURE: Calvary Young Children's School. Daycare and Pre-K INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 3701 Hillsboro Pike, Nashvile TN 37215, United States DESCRIPTION: Monthly Board meeting. Review Budget proposals, and approval of school projects (playground equipment etc.) No direct involvement with finances. No check writing authority or investment advice. 3. INNOVATIVE FINANCIAL GROUP - FIXED INSURANCE POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/02/2018 ADDRESS: 104 Woodmont Blvd Suite 210, Nashville TN 37205, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance. 4. INNOVATIVE FINANCIAL GROUP POSITION: IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/02/2018 ADDRESS: 104 Woodmont Blvd Suite 210, Nashville TN 37205, United States DESCRIPTION: Sales/marketing of securities, investment advisory, and insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-30 |
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