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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-02-10
  • TN RA
    APPROVED
    Since 2025-02-10

Branch Locations

La Follette, TN • United States

2707 Jacksboro Pike Suite 12, Jacksboro, TN 37757 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 11/2011 02/2025
Osaic Wealth, Inc. La Follette TN 02/2025 Present
Previous Registrations
  • 2012-03-19 → 2024-12-23
    Knoxville, TN
    St Louis, MO
    La Follette, TN
    Knoxville, TN
    Knoxville, TN
Other Businesses

1. CORE BNI (BUSINESS NETWORKING INTERNATIONAL) POSITION: Chapter Director Consultant NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2022 ADDRESS: PO Box 49248, Charlotte NC 28277, United States DESCRIPTION: Oversee and guide chapters within the Knoxville TN Region 2. ZACHERLY SHEETS POSITION: Registered Representative NATURE: Registered Representative Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 01/29/2025 ADDRESS: 258 Mckinney Road, LaFollette TN 37766, United States DESCRIPTION: Sales marketing of insurance products 3. HABITAT FOR HUMANITY CAMPBELL COUNTY POSITION: President Board of Directors NATURE: non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2020 ADDRESS: P.O Box 1689, LaFollette TN 37766, United States DESCRIPTION: President Board of Directors 4. CAMPBELL ENHANCEMENT FUND POSITION: Chairman of Board NATURE: non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2017 ADDRESS: 520 West Summit Hill Drive SW, Knoxville TN 37902, United States DESCRIPTION: Chairman of the board for Campbell County 5. CAMPBELL COUNTY LITTLE LEAGUE FOOTBALL POSITION: secretary-board NATURE: non-profit to run league INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2019 ADDRESS: n/a web base, LaFollette TN 37766, United States DESCRIPTION: Documents and announcing 6. ASSISTANT DISTRICT GOVERNOR ROTARY INTERNATIONA; POSITION: Assistant District Governor NATURE: Community service organization INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2024 ADDRESS: n/a--Web Based, Knoxville TN 37918, United States DESCRIPTION: Help the district governor by overseeing five local clubs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-20
  • S66 Uniform Combined State Law Examination
    2012-01-20

View on SEC IAPD

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