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William Russell Dudley

Osaic Wealth, Inc.

Calhoun, 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 2019-07-31
TX RA APPROVED 2019-07-30
MN RA APPROVED 2019-03-12
GA RA APPROVED 2018-11-02
NC RA APPROVED 2018-11-02
  • FL RA
    APPROVED
    Since 2019-07-31
  • TX RA
    APPROVED
    Since 2019-07-30
  • MN RA
    APPROVED
    Since 2019-03-12
  • GA RA
    APPROVED
    Since 2018-11-02
  • NC RA
    APPROVED
    Since 2018-11-02

Branch Locations

200 Professional Court Suite B, Calhoun, GA 30701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dudley Asset Management Calhoun GA 09/2002 Present
Winners Club Of Calhoun Calhoun GA 01/2009 Present
Signator Investors, Inc. Calhoun GA 05/2016 11/2018
Royal Alliance Associates, Inc. Calhoun GA 11/2018 Present
  • 09/2002 → Present
    Dudley Asset Management
    Calhoun, GA
  • 01/2009 → Present
    Winners Club Of Calhoun
    Calhoun, GA
  • 05/2016 → 11/2018
    Signator Investors, Inc.
    Calhoun, GA
  • 11/2018 → Present
    Royal Alliance Associates, Inc.
    Calhoun, GA
Previous Registrations
  • 2016-05-13 → 2018-11-02
    Signator Investors, Inc.
    Cedar Rapids, IA
    Calhoun, GA
    Rochester, MN
  • 2003-03-18 → 2016-05-13
    Calhoun, GA
    Cedar Rapids, IA
    Cedar Rapids, IA
Other Businesses

1. DUDLEY ASSET MANAGEMENT POSITION: CFP NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 02/01/1996 ADDRESS: 200 Professional Court, Suite B, Calhoun GA 30701, United States DESCRIPTION: Fixed Insurance Sales with clients 2. DUDLEY ASSET MANAGEMENT POSITION: Tax Preparer NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2002 ADDRESS: 200 Professional Court, Suite B, Calhoun GA 30701, United States DESCRIPTION: Tax Preparer 3. DUDLEY ASSET MANAGEMENT POSITION: CFP NATURE: S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/15/2002 ADDRESS: 200 Professional Court, Suite B, Calhoun GA 30701, United States DESCRIPTION: Business owner, handle clients, trading, make investment decisions, etc. 4. COMMUNITY FOUNDATION OF NW GEORGIA POSITION: Board Member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2014 ADDRESS: 714 S Thornton Ave, Dalton GA 30720, United States DESCRIPTION: Board Member - attend board meetings 5. WINNER'S CLUB OF CALHOUN POSITION: Board Member / Treasurer NATURE: Non-Profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: 958 Sugar Valley Rd NW, Calhoun GA 30701, United States DESCRIPTION: Attend board meetings and bookkeeping 6. NRBW, LLC POSITION: Partner/Owner/Investor NATURE: FAMILY LLC FOR ESTATE PLANNING PURPOSES INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2011 ADDRESS: PO Box 176, Seale AL 36875, United States DESCRIPTION: Oversees this family LLC 7. CALHOUN FIRST METHODIST CHURCH POSITION: Member of finance committee NATURE: Church - religious organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: 205 E Line St, Calhoun GA 30701, United States DESCRIPTION: I serve as a member of the church's finance committee.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-07-25
  • S63 Uniform Securities Agent State Law Examination
    1991-07-25
Designations

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