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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cms | Tallahassee | FL | 06/2016 | 09/2020 |
| Securities America, Inc. | Crawfordville | FL | 09/2020 | 06/2024 |
| Securities America Advisors | Crawfordville | FL | 04/2021 | 06/2024 |
| Osaic Wealth, Inc. | Crawfordville | FL | 06/2024 | Present |
| Osaic Wealth, Inc. | Crawfordville | FL | 06/2024 | Present |
1. INSURANCE POSITION: Sell Insurance NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/05/2021 ADDRESS: 139 Council Moore Rd Crawfordville FL 32327 DESCRIPTION: Insurance 2. ENGLISH FINANCIAL GROUP POSITION: Help run the office as needed. NATURE: Help with administrative items in the office. Fill in other positions as needed. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 08/30/2021 ADDRESS: 139 Council Moore Rd Crawfordville FL 32327 DESCRIPTION: Help Brian's assistant when needed and perform the daily responsibilities of running the office. 3. JORDAN LEE POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 733 Livingston Ct Tallahassee FL 32303 DESCRIPTION: The property was my previous residence. It will be turned into a rental. The rental will be managed by a management company. They handle everything to do with the rental.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-20 |
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