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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-31
  • FL RA
    APPROVED
    Since 2025-10-31

Branch Locations

2699 Stirling Road Suite A-200, Ft. Lauderdale, FL 33312 • 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
Chipotle Mexican Grill Davie FL 05/2020 08/2020
Wingstop Restaurants Davie FL 01/2021 06/2021
La Fitness Plantation FL 08/2022 05/2023
Allen Trades Solutions Hialeah FL 12/2023 08/2024
Columbia University Dodge Fitness Center New York NY 06/2019 12/2021
Columbia University New York NY 08/2013 12/2021
Unemployed Hialeah FL 05/2023 12/2023
Unemployed Hialeah FL 01/2022 08/2022
Northwestern Mutual Life Insurance Company Milwaukee WI 09/2024 05/2025
Northwestern Mutual Investment Services Llc Miami FL 12/2024 05/2025
Associated Investor Services Fort Lauderdale FL 05/2025 Present
Osaic Wealth, Inc. Fort Lauderdale FL 08/2025 Present
  • 05/2020 → 08/2020
    Chipotle Mexican Grill
    Davie, FL
  • 01/2021 → 06/2021
    Wingstop Restaurants
    Davie, FL
  • 08/2022 → 05/2023
    La Fitness
    Plantation, FL
  • 12/2023 → 08/2024
    Allen Trades Solutions
    Hialeah, FL
  • 06/2019 → 12/2021
    Columbia University Dodge Fitness Center
    New York, NY
  • 08/2013 → 12/2021
    Columbia University
    New York, NY
  • 05/2023 → 12/2023
    Unemployed
    Hialeah, FL
  • 01/2022 → 08/2022
    Unemployed
    Hialeah, FL
  • 09/2024 → 05/2025
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 12/2024 → 05/2025
    Northwestern Mutual Investment Services Llc
    Miami, FL
  • 05/2025 → Present
    Associated Investor Services
    Fort Lauderdale, FL
  • 08/2025 → Present
    Fort Lauderdale, FL
Other Businesses

1. TUFF WAY POSITION: Founder NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: 7901 4TH ST N, STE 300, St Petersburg FL 33702, United States DESCRIPTION: We provide consulting on AI implementation for small business owners

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-13
  • S66 Uniform Combined State Law Examination
    2025-02-13
Other Names
  • Will Allen

View on SEC IAPD

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