Joseph Osborne

Current Employers

Employment History

• 11/2018 → 10/2022
  Pfs Investments Inc.
  Brentwood, TN
• 01/2016 → 10/2022
  Primerica Financial Services
  Brentwood, TN
• 04/2015 → 03/2019
  Kindred At Home
  Nashville, TN
• 10/2022 → 11/2023
  Terra Wealth Management, Llc
  Murfreesboro, TN
• 07/2023 → 01/2026
  Cape Securities, Inc.
  Mcdonough, GA
• 11/2023 → Present
  Pks Advisory Services, Llc Dba Roy Matlock Jr. Advisory
  Brentwood, TN
• 05/2019 → 07/2023
  Optum
  Murfreesboro, TN
• 01/2026 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2022-10-20 → 2023-12-11
  Terra Wealth
  Murfreesboro, TN
  High Point, NC
• 2021-02-18 → 2022-10-19
  Pfs Investments Inc.
  Murfreesboro, TN
  Smyrna, GA
  Brentwood, TN

Other Businesses

1. PKS Advisory Services d/b/a Roy Matlock Jr Advisory. Investment-Related. At Registered Location. RIA. IAR. 11/2023. 160 hrs/month. 160 hrs during securities hrs. Sales, Investment Advice, Portfolio Mgr. 2. Fixed Insurance. Investment-Related. At Registered Location. Fixed Insurance. Agent. 11/2023. 100 hrs/month. 100 hrs during securities hrs. Sales, Life Insurance. 3. Amerita. Investment-Related. 5299 DTC Blvd, Greenwood Village, CO 80111. Sales Coaching/Training. Coach/Trainer. 12/2025. 60 hrs/month. 60 hrs during securities hrs. Sales coaching and training. 4. RMJ Insurance. Investment-Related. At Registered Location. Fixed Insurance/Annuity. Agent. 11/2023. 100 hrs/month. 100 hrs during securities hrs. Sales, Life Insurance, FIAs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-02
• S63 Uniform Securities Agent State Law Examination
  2019-01-29