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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-02 |
Branch Locations
3637 4Th Street N Ste 210, St Petersburg, FL 33704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tampa Bay Rays | St. Petersburg | FL | 02/2022 | 01/2025 |
| Memphis Grizzlies | Memphis | TN | 01/2012 | 02/2022 |
| Unemployed | Clearwater | FL | 01/2025 | 09/2025 |
| Osaic Wealth, Inc. | St. Petersburg | FL | 09/2025 | Present |
1. FOSSIL PARK LITTLE LEAGUE COACH POSITION: Assistant Coach NATURE: Little League Baseball INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 6801 9th Street N, St. Petersburg FL 33702, United States DESCRIPTION: Little League Baseball Assistant Coach for 9U and 10U Teams 2. CONCIERGE FINANCIAL ORGANIZATION POSITION: Branding and Marketing under this business name NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/24/2025 ADDRESS: 3637 4th Street N, Suite 210, St. Petersburg FL 33704, United States DESCRIPTION: Branding and Marketing under this business name
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-26 |
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