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George Theodore Paul

Osaic Wealth, Inc.

Henrico, VA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-06-14
VA RA APPROVED 2024-06-14
  • TX RA
    APPROVED_RES
    Since 2024-06-14
  • VA RA
    APPROVED
    Since 2024-06-14

Branch Locations

3781 Westerre Pkwy Ste A, Henrico, VA 23233 • 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
Next Financial Group Inc Glen Allen VA 07/2012 08/2017
Securities America Inc. Henrico VA 08/2017 06/2024
Securities America Advisors Henrico VA 08/2017 06/2024
Osaic Wealth, Inc. Henrico VA 06/2024 Present
  • 07/2012 → 08/2017
    Next Financial Group Inc
    Glen Allen, VA
  • 08/2017 → 06/2024
    Securities America Inc.
    Henrico, VA
  • 08/2017 → 06/2024
    Securities America Advisors
    Henrico, VA
  • 06/2024 → Present
    Henrico, VA
Previous Registrations
  • 2017-08-25 → 2024-06-14
    Securities America Advisors, Inc.
    Glen Allen, VA
    Henrico, VA
  • 2012-07-16 → 2017-09-01
    Next Financial Group, Inc.
    Glen Allen, VA
    Houston, TX
    Keysville, VA
  • 2009-04-30 → 2012-08-15
    Richmond, VA
    Virginia Beach, VA
    Richmond, VA
    Indianapolis, IN
    Glen Allen, VA
    Richmond, VA
    Richmond, VA
    Charlotte, NC
    Manassas, VA
  • 2008-09-16 → 2008-12-19
    Richmond, VA
    Greensboro, NC
Other Businesses

1. TED PAUL POSITION: Agent NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/01/1999 ADDRESS: 3781 Westerre Parkway, Suite A, Henrico VA 23233, United States DESCRIPTION: I sell Life Insurance. 2. PINNACLE FIRST FINANCIAL GROUP, LLC POSITION: Managing Partner NATURE: LLC formed in 2008 and active as DBA and marketing name for securities and insurance business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 12/28/2008 ADDRESS: 3781 Westerre Pkwy Ste A, Henrico VA 23233, United States DESCRIPTION: Run office operations. Oversee assistants. Mentor agents and advisors who put business with us

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-18
S63 Uniform Securities Agent State Law Examination 1994-11-10
  • S65 Uniform Investment Adviser Law Examination
    2008-08-18
  • S63 Uniform Securities Agent State Law Examination
    1994-11-10
Other Names
  • George T Paul
  • George Theodore Paul

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