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James Bienvenu Fish

Osaic Wealth, Inc.

Brentwood, TN

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-01-19
  • TN RA
    APPROVED
    Since 2024-01-19

Branch Locations

216 Centerview Dr Ste 115, Brentwood, TN 37027 • 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
Securian Financial Services Inc St Paul MN 09/2020 04/2022
Minnesota Life Insurance Co St Paul MN 09/2020 04/2022
Shoemaker Financial Brentwood TN 09/2020 04/2022
Dr. Denice Fish, Edd Nashville TN 01/2017 09/2020
Western Express Nashville TN 01/2016 12/2016
Tennessee State University Nashville TN 01/2018 12/2019
Roussel And Associates Brentwood TN 05/2022 Present
Woodbury Financial Services Inc Brentwood TN 05/2022 01/2024
Osaic Wealth, Inc. Brentwood TN 01/2024 Present
  • 09/2020 → 04/2022
    Securian Financial Services Inc
    St Paul, MN
  • 09/2020 → 04/2022
    Minnesota Life Insurance Co
    St Paul, MN
  • 09/2020 → 04/2022
    Shoemaker Financial
    Brentwood, TN
  • 01/2017 → 09/2020
    Dr. Denice Fish, Edd
    Nashville, TN
  • 01/2016 → 12/2016
    Western Express
    Nashville, TN
  • 01/2018 → 12/2019
    Tennessee State University
    Nashville, TN
  • 05/2022 → Present
    Roussel And Associates
    Brentwood, TN
  • 05/2022 → 01/2024
    Woodbury Financial Services Inc
    Brentwood, TN
  • 01/2024 → Present
    Brentwood, TN
Previous Registrations
  • 2022-05-25 → 2024-01-19
    Woodbury Financial Services, Inc.
    Brentwood, TN
  • 2021-01-12 → 2022-04-13
    Securian Financial Services, Inc.
    Brentwood, TN
Other Businesses

1) SFA FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/14/2020 ADDRESS: 2176 West Street Suite 100, Germantown TN 38138, United States DESCRIPTION: Fixed Insurance Sales. 2) ROUSSEL & ASSOCIATES POSITION: Paraplanner NATURE: Roussel & Associates Insurance Brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/16/2022 ADDRESS: 216 Centerview Drive, Brentwood TN 37027, United States DESCRIPTION: Duties would include insurance sales. 3) TENNGREEN POSITION: Board Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2025 ADDRESS: 1213A 16th Ave S, Nashville TN 37212, United States DESCRIPTION: I attend board meeting to discuss the organizations goals. Attend events with board members, staff, and associates of the non-profit. 4) SADDLE UP! POSITION: Young Professionals Board Member NATURE: Non-Profit that provides equine therapy to children & young adults with developmental issues. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2024 ADDRESS: 1549 Old Hillsboro Road, Franklin TN 37069, United States DESCRIPTION: I work with other young professionals to help support Saddle Up! in any way. That would be attending events, meetings, and discussions to make sure the organization is achieving its goals.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-04
  • S66 Uniform Combined State Law Examination
    2021-01-04

View on SEC IAPD

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