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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Invest Financial Corp. | Atlanta | TX | 07/2013 | 11/2017 |
| Securities America, Inc | Atlanta | TX | 11/2017 | 06/2024 |
| Securities America Advisors | Atlanta | TX | 11/2017 | 06/2024 |
| Osaic Wealth, Inc. | Atlanta | TX | 06/2024 | Present |
| Osaic Wealth, Inc. | Atlanta | TX | 06/2024 | Present |
1) MEDICARE BACKOFFICE POSITION: Referral Agent NATURE: Referral Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/25/2014 ADDRESS: 514vW Main St, Atlanta TX 75551 DESCRIPTION: Referral Agent 3) N/A POSITION: Owner of home NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2018 ADDRESS: 1315 County Rd, Crockett TX 75835 DESCRIPTION: Rent our home out that we purchased for a home before I became advisor. 4) INSURANCE POSITION: Agent NATURE: Insurance - Fixed / Life / Health INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2013 ADDRESS: 514 W Main, Atlanta TX 75551, United States DESCRIPTION: This OBA allows me to provide alternative insurance products if needed by prospects or clients. This OBA is a very part of my business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-30 |
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