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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-09 |
| GA | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp, Inc. | Miami Lakes | FL | 11/2009 | 07/2020 |
| Securities America, Inc. | Cumming | GA | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Cumming | GA | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Cumming | GA | 06/2024 | Present |
1) DBA - Wealth Management Outfitters, LLC 2) NORTH GEORGIA SENIOR HOME CARE, LLC POSITION: owner NATURE: I am an owner of North Georgia Senior Home Care, LLC dba Brightstar Home Care. I spend 2 hours per week on this. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 07/24/2014 ADDRESS: 315- A Allen Street, Cumming GA 30040, United States DESCRIPTION: owner 3) BEACH RENTALS POSITION: owner NATURE: beach rentals INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/1999 ADDRESS: 8505 woodland Brooke trail, Cumming GA 30028, United States DESCRIPTION: this is run by my wife, I'm simply an owner of the properties. 4) MAV FARMS, LLC POSITION: owner NATURE: MAV Farms LLC- owner INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2015 ADDRESS: 315 Allen Street, Cumming GA 30040, United States DESCRIPTION: I own a timber farm. 5) FINANCIAL BENEFIT GROUP, INC POSITION: owner NATURE: I own Financial Benefit Group, Inc. 100% INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 01/01/1998 ADDRESS: 315 Allen Street, Cumming GA 30040, United States DESCRIPTION: I sell non investment insurance products thru my s-corp. sales, marketing, underwriting.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-01-09 |
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