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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-20 |
| NC | RA | APPROVED | 2024-04-08 |
| CO | RA | APPROVED | 2021-05-21 |
| MD | RA | APPROVED | 2020-10-09 |
| TN | RA | APPROVED | 2018-11-02 |
Branch Locations
2908 Poston Ave. Ste. 1, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors Inc | Brentwood | TN | 11/2009 | 11/2018 |
| Osaic Wealth, Inc. | Brentwood | TN | 11/2018 | Present |
| Gp Agency | Raleigh | NC | 06/2024 | Present |
1. VANDERBUILD INSTITUTIONAL REVIEW BOARD POSITION: Community Member NATURE: Nonprofit 501(c)(3) INVSTMNT RLTD: No # OF HRS: 10 SEC TRDNG HRS: 4 START DATE: 40940 ADDRESS: 1313 21st Avenue S, Nashville, TN 37232 DESCRP: Community member who reads the Informed Consent Documents given to patients in medical studies involving human subjects at Vanderbilt University Medical Center. I read the documents and give my opinion on changes that need to be made to ensure it can be understood by a lay person 2. REAL ESTATE SALES POSITION: Investor/Owner NATURE: Real Estate INVSTMNT RLTD: No # OF HRS: 5 SEC TRDNG HRS: 0 START DATE: 42972 ADDRESS: 1203 Roberta St, Nashville, TN 37206 DESCRP: Building, real estate investing, buying, flipping houses 3. BRENTON SOLUTIONS POSITION: Speaker NATURE: Video Courses INVSTMNT RLTD: No # OF HRS: 1 SEC TRDNG HRS: 1 START DATE: 45261 ADDY: 1203 Roberta St, Nashville, TN 37206 DESCRP: Paid public speaking engagements to employees of organizations, teachers at schools, members of churches, about the importance of financial literacy 4. BRENTON SOLUTIONS POSITION: Teacher NATURE: Video Courses INVSTMNT RLTD: No # OF HRS: 5 SEC TRDNG HRS: 2 START DATE: 45261 ADDRESS: 1203 Roberta St, Nashville, TN 37206 DESCRP: videos will be pre-recorded and separated by topic 5. INVESTOPEDIA ADVISOR COUNCIL POSITION: Contributing writer NATURE: Independent Contractor INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/12/2024 ADDRESS: 1203 Roberta Street, Nashville TN 37206 DESCRIPTION: I was named to the Investopedia Advisor Council. As part of the council, you're asked to write 3-4 500 word articles per year that are written to other advisors about things like marketing, client processes, etc. There is no community-facing content about financial literacy or services, just practice management tips for other advisors. We're paid $355 per article as independent contractors and may be part of other marketing initiatives Investopedia does throughout the year. 6. ESCAPE STUDENT LOAN DEBT POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2019 ADDRESS: 1203 Roberta St, Nashville, TN 37206 DESCRIPTION: Record videos on student loan repayment strategies. Offer webinars on repayment topics for federal and private student loans. Review loan information and repayment plan for individuals who want specific advice on repayment plans and interest rates 7. NEW MONEY, NEW PROBLEMS POSITION: Financial Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2022 ADDRESS: 2908 Poston Ave, Ste 1, Nashville, TN 37203 DESCRIPTION: Insurance and financial advisor 8. NEW MONEY NEW PROBLEMS - FIXED INSURANCE POSITION: Broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/11/2025 ADDRESS: 2908 Poston Ave., Suite 1, Nashville TN 37203 DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-21 |
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