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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Benefit Group | Cumming | GA | 02/2016 | 07/2020 |
| Investacorp Inc | Miami | FL | 03/2016 | 07/2020 |
| Investacorp Advisory Services | Miami | FL | 03/2016 | 07/2020 |
| Securities America, Inc. | Cumming | GA | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Cumming | GA | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Cumming | GA | 06/2024 | Present |
| Osaic Wealth, Inc. | Cumming | GA | 06/2024 | Present |
**WEALTH MANAGEMENT OUTFITTERS POSITION: Sales associate NATURE: The sale of insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2016 ADDRESS: 315 Allen Street, Cumming GA 30040 DESCRIPTION: I sell life and health insurance products to individuals and small companies. Products include life, health, disability, Long term care, Medicare Supplement and Prescription drug insurance plans, as well as, fixed and indexed annuities. **ATLANTA EVENT MERCHANDISING POSITION: Sales Associate NATURE: Sale of artist merchandise during shows at local arenas. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/1999 ADDRESS: 7329 White Flag Trail, Lithia Springs GA 30122 DESCRIPTION: Help family members sale t-shirts and other merchandise at shows being held in the Atlanta area. **HIGHLAND POINTE HOME OWNERS ASSOCIATION POSITION: Social Chairperson NATURE: Home Owners Association Board INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 3750 Club House Court, Marietta GA 30066 DESCRIPTION: Attend monthly homeowners meetings. Help plan social activities for the homeowners. **CHARLES D. BURNETT POSITION: fundraiser NATURE: Charitable foundation serving children with illnesses. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2008 ADDRESS: P.O. Box 943, Locust Grove GA 30248 DESCRIPTION: Help raise funds and help organize our annual fundraiser golf tournament.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-07-11 |
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