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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-04 |
| NC | RA | APPROVED | 2024-06-03 |
| TX | RA | APPROVED | 2024-06-03 |
| TN | RA | APPROVED | 2024-01-19 |
Branch Locations
216 Centerview Dr Ste 115, Brentwood, TN 37027 • United States
Regus - The Avenue Murfreesboro 2615 Medical Center Pkwy #1560, Murfreesboro, TN 37129 • United States
124 Center Pointe Dr, Clarkville, TN 37040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roussel And Associates | Nashville | TN | 07/2001 | Present |
| Osaic Wealth, Inc. | Murfreesboro | TN | 01/2024 | Present |
1. ROUSSEL AND ASSOCIATES POSITION: Owner/President NATURE: ROUSSEL & ASSOCIATES EMPLOYEE BENEFITS AND INSURANCE AGENCY; INVT REL; 216 CENTERVIEW DR STE 115, BRENTWOOD TN; EMPLOYEE BENEFITS AND INSURANCE AGENCY; INVESTMENT ADVISOR REPRESENTATIVE; START 03/17/2000; 200 HRS/MO; 160 HRS/MO DURING TRADING; APPOINTED TO SELL TRADITIONAL PRODUCTS. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/17/2000 ADDRESS: 216 Centerview Dr., Suite 115, Brentwood TN 37027, United States DESCRIPTION: Sell life, disability and long term care insurance. 2. BRANDON BOURQUE POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/16/2019 ADDRESS: 216 Centerview Dr., Suite 115, Brentwood TN 37027, United States DESCRIPTION: State of TN Notary Public 3. PHD LEASING POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: Brentwood TN 37027, United States DESCRIPTION: I will be leasing this condo for profit going forward. I have a person that handles all renters and any issues. She uses www.realtor.com and www.realtracs.com to promote the leasing of this property. 4. PHD LEASING POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: Brentwood TN 37027, United States DESCRIPTION: Landlord, but with it being a condo, those duties should be very limited and never during securities hours unless there is an emergency with the property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-12 |
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