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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-08 |
| TN | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp, Inc. | Miami | FL | 10/2019 | 07/2020 |
| Hamilton's Fireplace Shop | Memphis | TN | 05/2018 | 09/2018 |
| Christian Brothers University | Memphis | TN | 08/2015 | 07/2019 |
| Unemployed | Memphis | TN | 07/2019 | 10/2019 |
| Securities America, Inc. | Memphis | TN | 07/2020 | 06/2024 |
| Securities America Advisors | Memphis | TN | 12/2020 | 06/2024 |
| Osaic Wealth, Inc. | Memphis | TN | 06/2024 | Present |
| Osaic Wealth, Inc. | Memphis | TN | 06/2024 | Present |
DBA - Cornerstone Financial Group
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-07 |
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