Best Investors Account Sign in
Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-02-11
TX RA APPROVED 2025-02-10
  • LA RA
    APPROVED
    Since 2025-02-11
  • TX RA
    APPROVED
    Since 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

Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-01-24
TX RA APPROVED_RES 2025-01-24
  • LA RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2025-01-24

Branch Locations

6709 Perkins Road, Baton Rouge, LA 70808 • 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
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
  • 05/2012 → 08/2019
    Lincoln Financial Advisors Corporation
    Baton Rouge, LA
  • 08/2019 → 01/2025
    Lincoln Financial Advisors
    Baton Rouge, LA
  • 01/2025 → Present
    Baton Rouge, LA
  • 02/2025 → Present
    Osaic Advisory Services
    Atlanta, GA
Previous Registrations
  • 2012-06-15 → 2025-01-24
    Osaic Fa, Inc.
    Baton Rouge, LA
    Fort Wayne, IN
    Baton Rouge, LA
    Baton Rouge, LA
    Baton Rouge, LA
  • 2008-07-02 → 2012-01-06
    Capital One Financial Advisors Llc
    Baton Rouge, LA
    Melville, NY
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-21
  • S66 Uniform Combined State Law Examination
    2005-10-21
Other Names
  • Amy Pearson
  • Amy Beth Pearson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Baton Rouge, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor