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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-03-09
  • GA RA
    APPROVED
    Since 2026-03-09

Branch Locations

3830 East First Street Suite A, Blue Ridge, GA 30513 • 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
Student Morganton GA 08/2025 Present
University Of Colorado Boulder CO 08/2020 05/2024
Thompson Valley High School Loveland CO 08/2016 08/2020
Laborjacks Loveland CO 08/2020 08/2024
Student Loveland CO 08/2024 08/2025
Osaic Wealth, Inc. Blue Ridge GA 12/2025 Present
  • 08/2025 → Present
    Student
    Morganton, GA
  • 08/2020 → 05/2024
    University Of Colorado
    Boulder, CO
  • 08/2016 → 08/2020
    Thompson Valley High School
    Loveland, CO
  • 08/2020 → 08/2024
    Laborjacks
    Loveland, CO
  • 08/2024 → 08/2025
    Student
    Loveland, CO
  • 12/2025 → Present
    Blue Ridge, GA
Other Businesses

INSURANCE BROKER POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 56 SECURITIES TRADING HOURS: 50 START DATE: 02/01/2026 ADDRESS: 3830 E 1st St, Suite A, Blue Ridge GA 30513, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance SOUTHERN FINANCIAL CONSULTANTS, INC. POSITION: I conduct securities, advisory and variable insurance business under this business name NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/01/2026 ADDRESS: 3830 First St, Suite 3, Blue Ridge GA 30513, United States DESCRIPTION: Sales/Marketing of securities, advisory and variable insurance products

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-09
  • S66 Uniform Combined State Law Examination
    2026-02-09

View on SEC IAPD

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