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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-03 |
| MS | RA | APPROVED | 2020-07-16 |
| TN | RA | APPROVED | 2019-10-01 |
Branch Locations
5050 Poplar Avenue Suite 1107, Memphis, TN 38157 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pittman Financial Group | Birmingham | AL | 06/2018 | 08/2018 |
| Birmingham Barons | Birmingham | AL | 06/2017 | 08/2018 |
| Mississippi State Department Of Recreation | Starkvile | MS | 08/2017 | 09/2018 |
| Mississippi State University | Starkville | MS | 06/2016 | 05/2019 |
| Osaic Wealth, Inc. | Memphis | TN | 08/2019 | Present |
1. INNOVATIVE FINANCIAL GROUP POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2019 ADDRESS: 210 25th Ave N, Nashville TN 37203, United States DESCRIPTION: Offer insurance products to the public including life insurance, disability insurance, Long term care insurance, and fixed annuities. 2. INNOVATIVE FINANCIAL GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2019 ADDRESS: 210 25th Ave N, Nashville TN 37203, United States DESCRIPTION: Provide Financial products to the public 3. BNI POWER PARTNERS POSITION: Vice President NATURE: We are all independent business owners that come together for networking opportunities. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2023 ADDRESS: 5050 Poplar Ave, Suite 1107, Memphis TN 38157, United States DESCRIPTION: I am currently the Vice President of our group. I help facilitate weekly meetings and ensure the group is fulfilling each BNI procedure. 4. INNOVATIVE FINANCIAL GROUP POSITION: CERTIFIED FINANCIAL PLANNER[TM] NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2019 ADDRESS: 5050 Poplar Ave, Suite 1107, Memphis TN 38157, United States DESCRIPTION: Sale / Marketing of securities, investment advisory, and insurance products. 5. INNOVATIVE FINANCIAL GROUP - FIXED INSURANCE POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2019 ADDRESS: 5050 Poplar Ave, Suite 1107, Memphis TN 38157, United States DESCRIPTION: Sale / Marketing of Fixed Annuities and non-variable insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-27 |
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