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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Gadsden | AL | 08/2015 | 03/2020 |
| The Prudential Insurance Company Of America | Gadsden | AL | 08/2015 | 03/2020 |
| Lincoln Financial Securities Corporation | Gadsden | AL | 03/2020 | 01/2025 |
| Osaic Wealth, Inc. | Gadsden | AL | 01/2025 | Present |
1) AIG 546 Broad Street Gadsden AL Category: Insurance Investment Related: Yes Title: Agent Duties: offers traditional life insurance Start Date: 03/2020 Hours per Month: 5 Hours per Month during trading hours: 5 2) Bright Consulting Glencoe AL Category: Legal Entity/LLC Investment Related: No Title: Owner Duties: entity created for tax purposes Start Date: 02/2021 Hours per Month: 5 Hours per Month during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-08 |
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