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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 2024-06-14
  • FL RA
    APPROVED
    Since 2024-06-14

Branch Locations

1804 E Orange Ave, Eustis, FL 32726 • 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
Securities America, Inc. Eustis FL 11/2014 06/2024
Securities America Advisors, Inc. Eustis FL 03/2019 06/2024
Osaic Wealth, Inc. Eustis FL 06/2024 Present
Osaic Wealth, Inc. Eustis FL 06/2024 Present
  • 11/2014 → 06/2024
    Securities America, Inc.
    Eustis, FL
  • 03/2019 → 06/2024
    Securities America Advisors, Inc.
    Eustis, FL
  • 06/2024 → Present
    Eustis, FL
  • 06/2024 → Present
    Eustis, FL
Previous Registrations
  • 2019-05-03 → 2024-06-14
    Securities America Advisors, Inc.
    Eustis, FL
  • 2000-04-04 → 2003-12-31
    Sunset Financial Services, Inc.
    Kansas City, MO
    Eustis, FL
    Eustis, FL
    Kansas City, MO
Other Businesses

1. DBA - PROSPERITY INVESTMENT SERVICES, INC. 2. YMCA POSITION: BOARD MEMBER NATURE: YMCA INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2010 ADDRESS: OLD DAVID WALKER ROAD, TAVARES FL 32778 DESCRIPTION: VOLUNTEER 3. INSURANCE/PROSPERITY INVESTMENT SERVICES, INC. POSITION: Insurance Agent NATURE: INSURANCE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/1995 ADDRESS: 1804 East Orange Avenue, Eustis FL 32726 DESCRIPTION: Provide Insurance to clients that need this service. 4. PROSPERITY REAL ESTATE, LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 7 START DATE: 06/01/2003 ADDRESS: P. O Box 127, Eustis FL 32727, United States DESCRIPTION: Rental properties 5. THE UNITED WAY POSITION: Board Member NATURE: Non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 05/01/2024 ADDRESS: 32644 Blossom Lane, Leesburg FL 34788, United States DESCRIPTION: Board member-volunteer 6. FLORIDA A&M UNIVERSITY FOUNDATION INC POSITION: Volunteer Board member NATURE: Board Member for the Florida A&M University Foundation, Inc. FAMU is my alma matter. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 625 E. Tennessee Street, Suite 100, Tallahassee FL 32308-4933, United States DESCRIPTION: Serve as a volunteer Board member for the foundation.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-10-13
  • S63 Uniform Securities Agent State Law Examination
    2000-10-13
Designations
Other Names
  • Lisa Rae Bledsoe

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