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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-02-11 |
| TX | RA | APPROVED | 2025-02-10 |
Branch Locations
6709 Perkins Road, Baton Rouge, LA 70808 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Baton Rouge | LA | 05/2012 | 08/2019 |
| Lincoln Financial Advisors | Baton Rouge | LA | 08/2019 | 01/2025 |
| Osaic Wealth, Inc. | Baton Rouge | LA | 01/2025 | Present |
| Osaic Advisory Services | Atlanta | GA | 02/2025 | Present |
1) AMY CENTANNI 6709 PERKINS ROAD BATON ROUGE, LA 70800 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED ANNUITIES, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE START DATE: 09/02/2020 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 2) CENTANNI FINANCIAL GROUP, S CORP CATEGORY: LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: S CORP USED FOR OPERATING THE INCOME AND EXPENSES I INCUR AS AN ADVISOR START DATE: 1/1/2021 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0 3) BEACON BALANCED WEALTH POSITION: Owner, Financial Planner NATURE: DBA for S corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/13/2025 ADDRESS: 6709 Perkins Rd, Baton Rouge LA 70808, United States DESCRIPTION: All normal Financial Planner duties. Investment management, comprehensive financial planning as well as managerial and leadership duties as Owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-21 |
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