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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-05-02 |
| GA | RA | APPROVED | 2024-05-01 |
Branch Locations
715 Market Street Suite 103, Chattanooga, TN 37402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Chattanooga | TN | 08/2015 | 04/2022 |
| Unemployed | Rossvillle | GA | 05/2022 | 04/2024 |
| Osaic Wealth, Inc. | Chattanooga | TN | 04/2024 | Present |
1. SCENIC CITY WEALTH, LLC POSITION: IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/02/2024 ADDRESS: 715 Market St, Suite 103, CHATTANOOGA TN 37402, United States DESCRIPTION: Sales/marketing of securities, investment advisory. 2. ELIZABETH MARR TOPPING (ANNE) POSITION: POA NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2024 ADDRESS: 325 Alpine Dr., Rossville GA 30741, United States DESCRIPTION: My mother Anne Marr has given me Power of Attorney in their estate planning documents. My brother and I are the beneficiaries of my parents' estate. I will also be the rep of record onher investment account on a future date. 3. ELIZABETH MARR TOPPING (DAVID) POSITION: POA NATURE: NA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2024 ADDRESS: 325 Alpine Drive, Rossville GA 30741, United States DESCRIPTION: My father David Marr has given me Power of Attorney in their estate planning documents. My brother and I are the beneficiaries of my parents' estate. I will also be the rep of record onhis investment account on a future date. 4. ELIZABETH MARR TOPPING (ANNE) POSITION: POA NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/22/2026 ADDRESS: 325 Alpine Dr, Rossville GA 30741, United States DESCRIPTION: My aunt Ellen McCollum has given me POA over her when required. I am a rep of record on her investment accounts. 5. ELIZABETH MARR TOPPING (ANNE) POSITION: Executor NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/22/2026 ADDRESS: 325 Alpine Drive, Rossville GA 30741, United States DESCRIPTION: My aunt Ellen McCollum has named me executor in her estate planning documents. I am also the rep of record on her investment accounts. 6. SCENIC CITY WEALTH, LLC POSITION: Chief Operating Officer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 06/03/2024 ADDRESS: 715 Market St, Suite 103, CHATTANOOGA TN 37402, United States DESCRIPTION: Establishing contact schedule for clients, supervising assistants
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-20 |
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