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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-25 |
| LA | RA | APPROVED | 2024-05-15 |
| KY | RA | APPROVED | 2023-08-01 |
| GA | RA | APPROVED | 2023-07-31 |
| PA | RA | APPROVED | 2023-07-31 |
| NC | RA | APPROVED | 2023-06-08 |
| TX | RA | APPROVED_RES | 2023-06-08 |
| SC | RA | APPROVED | 2011-07-27 |
Branch Locations
503 A West Butler Road, Greenville, SC 29607 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Greenville | SC | 07/2011 | Present |
WEALTHBROOK ADVISORS, INC. POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/01/2001 ADDRESS: 503A West Butler Road, Greenville SC 29607, United States DESCRIPTION: Sales of fixed insurance (life, LTC, disability, health, etc.)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-17 |
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