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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-03-07
  • AL RA
    APPROVED
    Since 2024-03-07

Branch Locations

Hoover, AL • United States

1 Perimeter Park South Ste 140S, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Hoover AL 03/2020 09/2020
Pfs Investments Inc. Hoover AL 01/2020 09/2020
Byers Engineering Birmingham AL 04/2013 07/2020
Adb Companies Bessemer AL 07/2020 03/2021
Lpl Financial Llc Birmingham AL 10/2020 03/2024
Osaic Wealth, Inc. Birmingham AL 03/2024 Present
Provisioned Ministries Hoover AL 02/2017 09/2021
  • 03/2020 → 09/2020
    Pfs Investments Inc.
    Hoover, AL
  • 01/2020 → 09/2020
    Pfs Investments Inc.
    Hoover, AL
  • 04/2013 → 07/2020
    Byers Engineering
    Birmingham, AL
  • 07/2020 → 03/2021
    Adb Companies
    Bessemer, AL
  • 10/2020 → 03/2024
    Birmingham, AL
  • 03/2024 → Present
    Birmingham, AL
  • 02/2017 → 09/2021
    Provisioned Ministries
    Hoover, AL
Previous Registrations
Other Businesses

1. PERPETUAL LIFESTYLE PLANNING POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/01/2020 ADDRESS: 1 Perimeter Park S, STE 140S, Birmingham AL 35243, United States DESCRIPTION: -manage clients investment accounts-buy & sell equities on behalf of clients-offer financial advice to clients-obtain and maintain client affiliation 2. FOSHEE VENTURE GROUP LLC POSITION: partial owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/12/2020 ADDRESS: 817 E Columbus St, Dadeville AL 36853, United States DESCRIPTION: The original purpose was to provide our family with an extra stream of passive income, probably through the purchase of real estate. The entity is active, but it is not operating. 3. DEDUCED RECKONING, LLC POSITION: owner NATURE: single member LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/13/2024 ADDRESS: 517 Park Ter, Hoover AL 35226, United States DESCRIPTION: Book keeping - recording and monitoring transactions for small businesses. 4. NEW DAY INKLINGS POSITION: Self/Owner NATURE: Sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2019 ADDRESS: 517 Park Ter, Hoover AL 35226, United States DESCRIPTION: Writing 5. ANDREW KYLE FOSHEE - INSURANCE POSITION: Life insurance agent NATURE: Life insurance agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 517 Park Ter, Hoover AL 35226, United States DESCRIPTION: write life insurance policies

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-14
S63 Uniform Securities Agent State Law Examination 2020-06-23
  • S65 Uniform Investment Adviser Law Examination
    2020-08-14
  • S63 Uniform Securities Agent State Law Examination
    2020-06-23
Other Names
  • Andrew Kyle Foshee

View on SEC IAPD

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