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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-03-01 |
| MD | RA | APPROVED | 2023-02-27 |
| TN | RA | APPROVED | 2023-02-27 |
Branch Locations
715 Market Street Suite 103, Chattanooga, TN 37402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crump Life Insurance Services Dba Bb&T Life Insurance Services | Charlotte | NC | 06/2014 | 03/2018 |
| Pj Robb Variable Corp | Towson | MD | 07/2014 | 03/2018 |
| Lincoln Financial Securities, Inc | Chattanooga | TN | 05/2019 | 02/2023 |
| Self Employed | Lookout Mountain | GA | 03/2018 | 05/2019 |
| Osaic Wealth, Inc. | Chattanooga | TN | 02/2023 | Present |
1. SCENIC CITY WEALTH POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2026 ADDRESS: 715 Market Street, Suite 103, Chattanooga TN 37402, United States DESCRIPTION: Client services manager reviewing client applications and providing research and associated services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-22 |
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