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Wildwood, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2010-07-19 |
Branch Locations
2530 Leafton Crossing, Earlysville, VA 22936 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Service First Brokerage | Charleston | WV | 04/1993 | Present |
| Fsc Securtieis Corporation | Charleston | WV | 12/2007 | 11/2023 |
| Southland Equity Partners, Llc | Earlysville | VA | 06/2010 | Present |
| Osaic Wealth, Inc. | Charlottesville | VA | 11/2023 | Present |
1. SERVICE FIRST BROKERAGE, INC POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 04/01/1994 ADDRESS: P.O. Box 7323, Charlottesville VA 22906, United States DESCRIPTION: Director, supervise the marketing and processing of life, LTC, fixed annuity, indexed annuity, individual disability, group ancillary products. 2. THE BD LISTING; FINANCIAL FIRMS INTERMEDIARY; P.O. BOX 7323, CHARLOTTESVILLE, VA 22906; MANAGE; COMMISSION/FEES; SEPT 2009; 3 HOURS/WK 3. SOUTHLAND EQUITY PARTNERS, LLC. POSITION: Managing Member NATURE: Limited Liability Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/03/2010 ADDRESS: 4970 Fairhaven Way, Roswell GA 30075, United States DESCRIPTION: manage Independent RIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-15 |
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