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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-11-03 |
| NC | RA | APPROVED | 2023-11-03 |
| VA | RA | APPROVED | 2023-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Morrisville | GA | 04/2011 | Present |
| Fsc Securities Corporation | Raleigh | NC | 11/2011 | 11/2023 |
| Osaic Wealth, Inc. | Raleigh | NC | 11/2023 | Present |
1. INSURANCE; INVESTMENT-RELATED; 3356 SIX FORKS ROADRALEIGH, NC 27609; INDEPENDENT LICENSED AGENT; 11/1/2011; 1 HR/MONTH DURING SECURITIES TRADING HOURS; SOLICITS INSURANCE PRODUCTS 2. COMMERCIAL REAL ESTATE INVESTMENT POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2018 ADDRESS: 305 7th Street SE, Washington DC 20003, United States DESCRIPTION: Receive monthly land lease on commercial plot in Washington DC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-24 |
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