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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-23 |
| MA | RA | APPROVED | 2024-08-23 |
Branch Locations
3300 S. Hiawassee Road Suite 103, Orlando, FL 32835 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2018 | 06/2020 |
| Under Armour | Orlando | FL | 03/2015 | 06/2018 |
| Equitable Advisors, Llc | New York | NY | 06/2018 | 12/2021 |
| Triad Advisors | Norcross | GA | 01/2022 | 08/2024 |
| Osaic Wealth, Inc. | Orlando | FL | 08/2024 | Present |
1) Wesley at UCF; Investment related: no; 4217 East Plaza, Orlando, FL 32816; Nature or Structure of Business: This is a University of Central Florida's Chapter of the Wesley Foundation, part of the United Methodist Church. I will be hosting a weekly one hour class for their members to talk about personal finance and the importance of having a financial literacy. This will be a 13 week program that is designed to be educational for the parishioners.; Position: Teacher; Start date: 08/28/2023; hours per month: 2-3; securities trading hours 0; Duties: Put together an educational program to talk about the importance of personal finance. This will be delivered both in person and virtually for the members of the Wesley Foundation at UCF. My role will be an educator and preparer of material each week. The position will run for 13 weeks with 8 weeks of prepared material for the members. 2) APEX WEALTH MANAGEMENT POSITION: financial advisor NATURE: wealth management and advisory business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 6 START DATE: 01/10/2022 ADDRESS: 3300 S Hiawassee Rd, Ste 103, Orlando FL 32835, United States DESCRIPTION: prospecting clients and recommending products to meet clients' financial planning needs(insurance,annuities,investments,etc) 3) FIXED INSURANCE-MULTIPLE CARRIERS POSITION: agent NATURE: wealth management and advisory business INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/10/2022 ADDRESS: 3300 S Hiawassee Rd, Ste 103, Orlando FL 32835, United States DESCRIPTION: provide an array of fixed insurance products to meet clients' financial planning needs-life,disability,ltc,etc
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-29 |
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