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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-10-01
  • VA RA
    APPROVED
    Since 2025-10-01

Branch Locations

3741 Westerre Pkwy Ste C, Richmond, VA 23233 • 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
Bankers Life & Casualty, Inc Richmond VA 01/2024 09/2025
Country Club Of Virginia Richmond VA 07/2023 01/2024
Krs Holdings Richmond VA 03/2022 06/2023
Joyner Fine Properties Richmond VA 01/2021 03/2022
Northwestern Mutual Richmond VA 06/2019 08/2021
N/A (Unemployed) Richmond VA 01/2012 06/2019
Bankers Life Securities, Inc Richmond VA 03/2025 09/2025
Bankers Life Advisor Richmond VA 08/2025 09/2025
Osaic Richmond VA 09/2025 Present
  • 01/2024 → 09/2025
    Bankers Life & Casualty, Inc
    Richmond, VA
  • 07/2023 → 01/2024
    Country Club Of Virginia
    Richmond, VA
  • 03/2022 → 06/2023
    Krs Holdings
    Richmond, VA
  • 01/2021 → 03/2022
    Joyner Fine Properties
    Richmond, VA
  • 06/2019 → 08/2021
    Northwestern Mutual
    Richmond, VA
  • 01/2012 → 06/2019
    N/A (Unemployed)
    Richmond, VA
  • 03/2025 → 09/2025
    Bankers Life Securities, Inc
    Richmond, VA
  • 08/2025 → 09/2025
    Bankers Life Advisor
    Richmond, VA
  • 09/2025 → Present
    Osaic
    Richmond, VA
Previous Registrations
Other Businesses

1. HERMITAGE WEALTH MANAGEMENT POSITION: Registered Assistant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2025 ADDRESS: 3761 Westerre Pkwy STE G, Richmond VA 23233, United States DESCRIPTION: I am an assistant to Financial Professionals of the Firm and assist them with their business. 2. CAPITOL FINANCIAL SOLUTIONS POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2025 ADDRESS: 8816 Six Forks Rd, Ste 301, Raleigh NC 27615, United States DESCRIPTION: I am an assistant to Financial Professionals of the Firm and assist them with their business. Capitol Financial Solutions is the entity that pays my salary. 3. STRATEGIC DESIGN GROUP POSITION: Insurance Agent NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 10/27/2025 ADDRESS: 3760 Reeds Landing Cir, Midlothian VA 23113, United States DESCRIPTION: Consulting clients on their Medicare needs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-15
  • S66 Uniform Combined State Law Examination
    2025-08-15
Other Names
  • Jacob Granger Pastva Wells

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