Roberta Ann Brumsey

Current Employers

Employment History

• 01/2000 → 10/2016
  Osborne-Brumsey & Assoc. Inc
  Greensboro, NC
• 03/2008 → Present
  Gcg Wealth Management Inc
  Charlotte, NC
• 07/2017 → Present
  Pilot Benefits
  Greensboro, NC
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Greensboro, NC
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Greensboro, NC
• 01/2024 → Present
  Osaic Wealth, Inc.
  Greensboro, NC

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Greensboro, NC
  Greensboro, NC
• 2012-11-08 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Greensboro, NC
• 2001-12-31 → 2012-11-08
  Securian Financial Services, Inc.
  Greensboro, NC
  Greensboro, NC

Other Businesses

1. GCG WEALTH MANAGEMENT, INC. POSITION: Agent. NATURE: Life, Health, Disability and Group health insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 07/03/2017 ADDRESS: 6122 Muirfield Drive, Greensboro NC 27410, United States DESCRIPTION: Gather information/ meet with client/make recommendations. 2. PILOT BENEFITS POSITION: Insurance Agent NATURE: group & individual health insurance, group dental insurance, life insurance, vision insurance INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 25 START DATE: 07/03/2017 ADDRESS: 6122 Muirfield Drive, Greensboro NC 27407, United States DESCRIPTION: sell and advise clients in their purchase of these products 3. PILOT BENEFITS POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/03/2017 ADDRESS: 3608 W Friendly Ave Suite 212, Greensboro NC 27410, United States DESCRIPTION: sell & service group health, disability and life insurance. Sell and service individual health insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-31
• S63 Uniform Securities Agent State Law Examination
  1997-02-07

Designations

Other Names

• Bobbi Brumsey