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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-13 |
| NC | RA | APPROVED | 2024-01-19 |
Branch Locations
1415 Vantage Park Drive Suite 250, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osborne-Brumsey & Associates | Charlotte | NC | 02/2003 | 10/2016 |
| Gcg Wealth Management Inc | Charlotte | NC | 03/2008 | Present |
| Questar Capital Corporation | Minneapolis | MN | 11/2012 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 11/2012 | 03/2019 |
| Woodbury Financial Services, Inc. | Charlotte | NC | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Charlotte | NC | 01/2024 | Present |
1. GCG WEALTH MANAGEMENT. POSITION: Insurance Agent. NATURE: This is my fixed insurance OBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 11/30/2012 ADDRESS: 9115 Harris Corners Pkwy, Suite 250, Charlotte NC 28269 DESCRIPTION: Sales of fixed insurance products. 2. GCG WEALTH MANAGEMENT POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 04/01/2019 ADDRESS: 1415 Vantage Park, 200, Charlotte NC 28203, United States DESCRIPTION: Service securities clients under DBA name of GCG Wealth Management and offer fixed annuities, life insurance, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-05 |
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