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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodmont Investment Counsel, Llc | Nashville | TN | 12/2011 | 07/2025 |
| Osaic Wealth Inc | Nashville | TN | 07/2025 | Present |
JOYBRIDGE KIDS POSITION: Executive Chairman NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2020 ADDRESS: 5203 Maryland Way, Brentwood TN 37027, United States DESCRIPTION: on the board. this is the company I founded 5 years ago. I've already disclosed this so just updating it here.it is a business that helps special needs kids with autism. it has nothing to do with the securities business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-15 |
| S65 | Uniform Investment Adviser Law Examination | 2012-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-04 |
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