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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-03 |
| FL | RA | APPROVED | 2023-11-03 |
| GA | RA | APPROVED | 2023-11-03 |
| IN | RA | APPROVED | 2023-11-03 |
| MI | RA | APPROVED | 2023-11-03 |
| MS | RA | APPROVED | 2023-11-03 |
| NJ | RA | APPROVED | 2023-11-03 |
| NC | RA | APPROVED | 2023-11-03 |
| PA | RA | APPROVED | 2023-11-03 |
| SC | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED_RES | 2023-11-03 |
| UT | RA | APPROVED | 2023-11-03 |
| VT | RA | APPROVED | 2023-11-03 |
| VA | RA | APPROVED | 2023-11-03 |
Branch Locations
7401 Carmel Executive Park Drive Suite 101, Charlotte, NC 28226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corp | Atlanta | GA | 09/2015 | 11/2023 |
| Osaic Wealth, Inc. | Charlotte | NC | 11/2023 | Present |
1) BARRY R. OZER - INSURANCE POSITION: Agent NATURE: The nature of this business is to solicit insurance products as an Agent. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/25/2016 ADDRESS: 7401 Carmel Executive Park Drive, Suite 101, Charlotte NC 28226, United States DESCRIPTION: Providing insurance solutions for individuals as an insurance agent. 2) MAGNOLIA CAPITAL PARTNERS POSITION: Managing Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/28/2015 ADDRESS: 7401 Carmel Executive Park Drive, Suite 101, Charlotte NC 28210, United States DESCRIPTION: Owner and member. Financial planning and investments for clients. Sales and marketing for DBA. 3) 3T FOUNDATION POSITION: Board Member NATURE: Charity The 3T Foundation is dedicated to supporting and increasing positive outcomes for our youth. We provide educational enrichment through continuous learning opportunities as well as helping set career goals that enhance academic success. We help strengthen our youth's talents through mentorship, development of short-term and long-term goals. As well as life skills development and learning how to be a team player through athletic activities. TEACH. TRAIN. TASK We Teach For Knowledge. We Train For Excellence. We Conquer The Task Of The Day.? INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 7804 Fairview Road, Ste 358, Charlotte NC 28226, United States DESCRIPTION: I help the foundation to implement its strategy of enriching the under served children of Charlotte, NC educationally. 4) COACHES AGENTS POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2023 ADDRESS: 4409 Forest Hills Drive, Charlotte NC 28226, United States DESCRIPTION: We will be agents for coaches looking to advance their careers. ?I will be responsible for recruiting football coaches as clients for the education programs, contract representation and job search. We will be helping with job searches and personal growth and development. Legal representation will be done only by a licensed attorney named Mook Williams. 5) K AND B EAGLE VIEW POSITION: Owner NATURE: LLC created to purchase vacation home. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2024 ADDRESS: 4409 Forest Hills Drive, Charlotte NC 28226, United States DESCRIPTION: Owner of vacation home. 6) BE YOUR BEST, INC. POSITION: Investor, Consultant NATURE: Be Your Best. Inc. has developed a mobile application Unlock the better golfer in you withGolfMind&Body's unique 360-degree approach. Download the app to take the assessments and receive a customized workout plan. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/06/2026 ADDRESS: 15 Main Street, Dover MA 02030, United States DESCRIPTION: Provide marketing ideas and support. 7) A DUDE'S GUIDE TO BABIES POSITION: Author NATURE: I am a published author of a book called: "A Dude's Guide to Babies". INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2013 ADDRESS: 4409 Forest Hills Drive, Charlotte NC 28226, United States DESCRIPTION: I do not really have any duties at this point. I may be asked to promote the book but the publisher has not asked me in a long time. The book is written and I am just collecting royalties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-28 |
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