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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-28
  • FL RA
    APPROVED
    Since 2025-05-28

Branch Locations

5310 Nw 33 Ave. Suite 206, Fort Lauderdale, FL 33309 • United States

Sarasota, FL • United States

8470 Enterprise Circle Suite 110-H, Lakewood Ranch , FL 34202 • 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
Park L. Weldy Dmd, Pa (Dentist Office) Bradenton FL 03/2003 Present
Uber San Francisco CA 09/2019 02/2020
Lyft San Francisco CA 09/2019 01/2020
Sprouts Childhood Development Cneter Bradenton FL 12/2019 03/2020
Dr. Jeffrey S. Thompson (Orthodontic Office) Bradenton FL 01/2021 06/2021
The Investment Center, Inc. Sarasota FL 06/2021 12/2023
Star Financial Solutions Sarasota FL 06/2021 12/2023
Ic Advisory Services, Inc. Sarasota FL 10/2022 12/2023
Osaic Bradenton FL 01/2024 04/2025
Kovack Securities, Inc. Fort Lauderdale FL 04/2025 05/2025
Kovack Advisors, Inc. Fort Lauderdale FL 04/2025 05/2025
Osaic Wealth, Inc. Fort Lauderdale FL 05/2025 Present
  • 03/2003 → Present
    Park L. Weldy Dmd, Pa (Dentist Office)
    Bradenton, FL
  • 09/2019 → 02/2020
    Uber
    San Francisco, CA
  • 09/2019 → 01/2020
    Lyft
    San Francisco, CA
  • 12/2019 → 03/2020
    Sprouts Childhood Development Cneter
    Bradenton, FL
  • 01/2021 → 06/2021
    Dr. Jeffrey S. Thompson (Orthodontic Office)
    Bradenton, FL
  • 06/2021 → 12/2023
    The Investment Center, Inc.
    Sarasota, FL
  • 06/2021 → 12/2023
    Star Financial Solutions
    Sarasota, FL
  • 10/2022 → 12/2023
    Ic Advisory Services, Inc.
    Sarasota, FL
  • 01/2024 → 04/2025
    Osaic
    Bradenton, FL
  • 04/2025 → 05/2025
    Kovack Securities, Inc.
    Fort Lauderdale, FL
  • 04/2025 → 05/2025
    Fort Lauderdale, FL
  • 05/2025 → Present
    Fort Lauderdale, FL
Previous Registrations
  • 2025-04-25 → 2025-05-20
    Ft. Lauderdale, FL
    Sarasota, FL
  • 2024-01-08 → 2025-04-24
    Bradenton, FL
  • 2022-11-01 → 2023-12-18
    Ic Advisory Services, Inc.
    Sarasota, FL
    Bedminster, NJ
Other Businesses

1. BR WEALTH ADVISOR, LLC POSITION: Owner/Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 05/02/2025 ADDRESS: 6151 Candlewood Way, Sarasota FL 34243, United States DESCRIPTION: Books and Records for Corporation 2. INSURANCE - 6151 CANDLEWOOD WAY, SARASOTA, FL 34243; INVESTMENT RELATED; LIFE, HEALTH, FIXED & LTC; INSURANCE AGENT; 5-10% OF TIME SPENT. 3. PARK L. WELDY D.M.D., P.A. - 811 40TH STREET W. - BRADENTON, FL 34205; NON-INVESTMENT RELATED; START DATE 11/22/1982; SUPPORT STAFF; DENTAL PRACTICE; LESS THAN 10% OF TIME SPENT. 4. USF ALUMNI ASSOCIATION - SARASOTA MANATEE ALUMNI CHAPTER - 4202 E. FOWLER AVENUE, TAMPA, FL 33620; NON-INVESTMENT RELATED; VOTING, PROGRAM MANAGEMENT, IDEA GENERATION; PEER TO PEER LEADERSHIP; DIRECTOR; 2-5% OF TIME SPENT 5. CREATIVE FINANCIAL NETWORK "CFN" CFN" POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/02/2025 ADDRESS: 5310 NW 33rd Ave. Suite 206, Fort Lauderdale FL 33309, United States DESCRIPTION: Sell Fixed Insurance Products 6. BNI TRUSTED PROFESSIONALS POSITION: Member/Vice President NATURE: Networking Group INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2025 ADDRESS: 8175 Lakewood Ranch Blvd., Lakewood Ranch FL 34202, United States DESCRIPTION: Attending Networking Group, Run the meeting, Track Reports 7. VALDEZ VETERAN ALLIANCE SERVICES POSITION: Secretary NATURE: 501(c)(3) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2025 ADDRESS: 5840 26th St W, Bradenton FL 34207, United States DESCRIPTION: Organizing and helping with events, planning, volunteer coordination.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-17
  • S66 Uniform Combined State Law Examination
    2022-10-17
Other Names
  • Cheryl Weldy Nourjian
  • Cheryl Fainelli
  • Cheryl Renee Weldy

View on SEC IAPD

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