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Steven Douglas Voshall

Osaic Wealth, Inc.

Cumming, GA

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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 2024-10-09
GA RA APPROVED 2024-06-14
TX RA APPROVED_RES 2024-06-14
  • FL RA
    APPROVED
    Since 2024-10-09
  • GA RA
    APPROVED
    Since 2024-06-14
  • TX RA
    APPROVED_RES
    Since 2024-06-14

Branch Locations

315 Allen Street, Cumming, GA 30040 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2009 → 07/2020
    Investacorp, Inc.
    Miami Lakes, FL
  • 07/2020 → 06/2024
    Securities America, Inc.
    Cumming, GA
  • 07/2020 → 06/2024
    Securities America Advisors, Inc.
    Cumming, GA
  • 06/2024 → Present
    Cumming, GA
Previous Registrations
  • 2020-07-17 → 2024-06-14
    Securities America Advisors, Inc.
    Cumming, GA
  • 2009-11-04 → 2020-07-17
    Investacorp Advisory Services Inc
    Cumming, GA
  • 2003-02-24 → 2009-11-04
    Cumming, GA
    Cumming, GA
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-01-09
  • S63 Uniform Securities Agent State Law Examination
    1990-01-09
Designations

View on SEC IAPD

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