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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-17 |
| TX | RA | APPROVED_RES | 2024-06-20 |
| KY | RA | APPROVED | 2024-06-14 |
Branch Locations
Louisville, KY • United States
10200 Forest Green Blvd Suite 304, Louisville, KY 40223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Melloy Group Financial Coaching | Louisville | KY | 04/2019 | Present |
| Ricoh | Louisville | KY | 04/2017 | 04/2019 |
| Ricoh | Louisville | KY | 08/2014 | 04/2017 |
| Securities America, Inc. | Louisville | KY | 01/2020 | 06/2024 |
| Securities America Advisors | Louisville | KY | 01/2020 | 06/2024 |
| Osaic Wealth, Inc. | Louisville | KY | 06/2024 | Present |
GILLIAM MEASE ADVISORS - INSURANCE POSITION: Agent NATURE: Gilliam Mease & Associates - Insurance Sales - Agent - Investment Related INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 03/03/2020 ADDRESS: 10200 Forest Green Blvd, Suote 304, Louisville KY 40223, United States DESCRIPTION: Providing insurance quotes, completing insurance applications, and delivering approved insurance policies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-05 |
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