Best Investors Account Sign in
Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-17
FL RA APPROVED 2025-06-24
  • TX RA
    APPROVED
    Since 2025-12-17
  • FL RA
    APPROVED
    Since 2025-06-24

Branch Locations

1653 Sun City Center Plaza, Sun City Center, FL 33573 • 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
Usaa Financial Advisors, Inc. Tampa FL 08/2007 06/2020
Usaa Financial Planning Services Tampa FL 05/2008 08/2020
Usaa Investment Services Company Tampa FL 01/2018 08/2020
Retired Clearwater Beach FL 08/2020 01/2024
Woodbury Financial Services Inc Clearwater FL 02/2022 01/2024
Osaic Wealth, Inc. Sun City Center FL 06/2025 Present
Retired Sun City Center FL 01/2024 06/2025
  • 08/2007 → 06/2020
    Usaa Financial Advisors, Inc.
    Tampa, FL
  • 05/2008 → 08/2020
    Usaa Financial Planning Services
    Tampa, FL
  • 01/2018 → 08/2020
    Tampa, FL
  • 08/2020 → 01/2024
    Retired
    Clearwater Beach, FL
  • 02/2022 → 01/2024
    Woodbury Financial Services Inc
    Clearwater, FL
  • 06/2025 → Present
    Sun City Center, FL
  • 01/2024 → 06/2025
    Retired
    Sun City Center, FL
Previous Registrations
  • 2024-01-19 → 2024-05-17
    Scottsdale, AZ
  • 2022-03-04 → 2024-01-19
    Woodbury Financial Services, Inc.
    Oakdale, MN
    Clearwater Beach, FL
  • 2018-01-08 → 2020-09-04
    San Antonio, TX
    Vienna, VA
    Tampa, FL
    Tampa, FL
    San Antonio, TX
  • 2009-01-02 → 2018-01-08
    Usaa Financial Planning Services
    San Antonio, TX
    Mclean, VA
    Vienna, VA
    Vienna, VA
  • 2006-12-01 → 2008-12-31
    San Antonio, TX
    San Antonio, TX
  • 2004-10-07 → 2006-10-30
    Atlanta, GA
  • 2004-10-07 → 2006-10-30
    Fidelity Personal Trust Company, Fsb
    Atlanta, GA
Other Businesses

1. WILLIAM BREWSTER HOLDINGS, LLC POSITION: Authorized Person NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/02/2025 ADDRESS: 649 Island Way, Clearwater FL 33767, United States DESCRIPTION: Rental Owner

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-07-14
S63 Uniform Securities Agent State Law Examination 1995-06-26
  • S65 Uniform Investment Adviser Law Examination
    1995-07-14
  • S63 Uniform Securities Agent State Law Examination
    1995-06-26
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Sun City Center, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor