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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Landrum | SC | 03/2014 | 11/2021 |
| Stifel Independent Advisors, Llc | Landrum | SC | 11/2021 | Present |
| Osaic Wealth Inc | Landrum | SC | 04/2026 | Present |
1. Freehold Financial Group; 910 E Rutherford Street, Landrum, SC 29356; S-corp business; Partner; 02/01/2014; 40 Hours per Week; During Securities Trading Hours; Investment-Related. 2. Freehold Wealth Management; 910 E Rutherford Street, Landrum, SC 29356; S-corp; Owner; Perform all books and records; 02/13/2017; 1 Hour per Day; Not During Securities Trading Hours; Investment-Related. 3. Financial Services Institute; 1201 Pennsylvania Avenue NW Suite 700, Washington, DC 20004; This is an advocacy organization for independent contractors and financial advisors advocating for financial literacy; Board Member; Representing like minded advisors on the board; 01/01/2024; 50 Hours per year; During Securities Trading Hours; Investment-Related 4. Spartanburg Day School; 1707 Skylyn Drive, Spartanburg, SC 29307; Private 2K-12th grade primary school; Parents Community Board Member and Chair of the Color Run Fundraiser for Fall 2023; I would be assisting in raising funds for a color run to occur in late October and organizing the event; 08/16/2023; 20 Hours per Year; Not during securities trading hour; not Investment-Related 5. Girl Scouts of South Carolina Mountains to Midlands; 3 Independence Pointe Suite 106 Greenville, SC 29615; Youth enrichment program for young girls; Treasurer for Troop 17531; Submit a budget at the end of each program year September-May and deposit checks for dues; 09/01/2025; 2hrs/mth; Not during securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-08 |
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