Robert Lee Utsey

Current Employers

Employment History

• 12/1971 → Present
  R.L. Utsey & Co Inc
  St. George, SC
• 12/1971 → Present
  Utsey Insurance Agency, Inc.
  St. George, SC
• 07/1992 → Present
  Manufacturers Life Ins. Co
  Charlotte, NC
• 08/1992 → Present
  Manulife Financial
  Toronto
• 05/1995 → 09/2020
  Securities Service Network, Inc.
  Orangeburg, SC
• 09/2020 → 06/2024
  Securities America, Inc.
  Orangeburg, SC
• 09/2020 → 06/2024
  Securities America Advisors, Inc.
  Orangeburg, SC
• 06/2024 → Present
  Osaic Wealth, Inc.
  Orangeburg, SC
• 06/2024 → Present
  Osaic Wealth, Inc.
  Orangeburg, SC

Previous Registrations

• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Orangeburg, SC
• 2013-02-07 → 2020-09-18
  Ssn Advisory, Inc.
  Orangeburg, SC

Other Businesses

***FIRST BAPTIST CHURCH POSITION: Treasurer NATURE: I am Treasurer of First Baptist Church of Orangeburg, SC. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/1995 ADDRESS: 1240 Russell Street, Orangeburg SC 29115, United States DESCRIPTION: I sign checks prepared by the financial secretary. I offer advice to the pastor and others about budgetary or spending issues. ***W. S. UTSEY & CO., LLC POSITION: Manager NATURE: Investor in timberland INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1994 ADDRESS: 1527 Lee Blvd, Orangeburg SC 29118, United States DESCRIPTION: I am the manager of a family owned timber investment owning 300 + acres of land and timber. ***THETA COMMISSION POSITION: Deputy Historian NATURE: I serve as one of several deputy historians for the Theta Commission, a Citadel alumni Kappa Alpha fraternity chapter. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: 3 32nd Ave., Isle of Pams SC 29451, United States DESCRIPTION: I serve as one of several deputy historians for the Theta Commission, an alumni chapter of Kappa Alpha Fraternity. DBA - RL Utsey & Co Inc

Exams

• S66 Uniform Combined State Law Examination
  2012-09-17
• S63 Uniform Securities Agent State Law Examination
  1991-01-24

Other Names

• Robert Lee Jr Utsey