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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-24 |
Branch Locations
430 Davis Drive Suite 110, Morrisville, NC 27560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Charlotte | NC | 06/2020 | Present |
| Rhi General Group | San Ramon | CA | 06/2020 | Present |
| Tfia Amwins Group, Inc. | Gainesville | FL | 04/2019 | 08/2019 |
| Urj Camp Coleman | Cleveland | GA | 06/2018 | 08/2018 |
| Urj Camp Coleman | Cleveland | GA | 06/2017 | 08/2017 |
| University Of Florida | Gainesville | FL | 06/2016 | 05/2020 |
| Osaic Wealth, Inc. | Morrisville | NC | 01/2025 | Present |
1. RIAR WEALTH POSITION: Financial Paraplanner NATURE: Financial Planning Practice INVESTMENT RELATED: Yes NUMBER OF HOURS: 800 SECURITIES TRADING HOURS: 800 START DATE: 08/16/2021 ADDRESS: 430 Davis Dr, Morrisville NC 27560, United States DESCRIPTION: I help construct financial plans, build and analyze portfolios, and service client accounts. 2. BRIAN REYNOLDS POSITION: Financial Paraplanner NATURE: N/A INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/16/2021 ADDRESS: 430 Davis Dr, Ste 110, Morrisville NC 27560, United States DESCRIPTION: This is how I receive compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-04 |
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