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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-09 |
Branch Locations
3830 East First Street Suite A, Blue Ridge, GA 30513 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-09 |
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