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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-23 |
| FL | RA | APPROVED | 2023-11-03 |
| GA | RA | APPROVED | 2023-11-03 |
| SC | RA | APPROVED | 2023-11-03 |
Branch Locations
5161 Acorn Ranch Road, Punta Gorda, FL 33982 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corp | Atlanta | GA | 09/2015 | 11/2023 |
| Osaic Wealth, Inc. | Punta Gorda | FL | 11/2023 | Present |
1. MICHAEL PRESLEY POSITION: Owner NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2020 ADDRESS: 5161 Acorn Ranch Road, Punta Gorda FL 33982, United States DESCRIPTION: I am licensed to sell life insurance, fixed annuities, and immediate annuities; however, this is not a major focus of my practice and therefore very limited hours are devoted to this outside of discussing within client meetings. 2. MDPRESLEY FINANCIAL SERVICES POSITION: Owner and Senior Advisor NATURE: S-Corp LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/05/2020 ADDRESS: 5161 Acorn Ranch Road, Punta Gorda FL 33982, United States DESCRIPTION: Senior Advisor and owner of MDPresley Financial Services (dba name). I assist clients in retirement planning and wealth management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-12 |
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