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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-03 |
| GA | RA | APPROVED | 2023-11-03 |
Branch Locations
127 Church Street Suite 230, Marietta, GA 30060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Marietta | GA | 11/2012 | 09/2016 |
| Stratos Wealth Partners | Marietta | GA | 11/2012 | 09/2016 |
| Fsc Securities Corp | Atlanta | GA | 09/2016 | 11/2023 |
| Osaic Wealth, Inc. | Marietta | GA | 11/2023 | Present |
1) Waterstone Wealth Strategies, Inc; POSITION: President; NATURE: S - Corp, Marketing designation for the business., Name change on the old company name of Steadfast Financial, Inc; INVESTMENT RELATED: Yes; NUMBER OF HOURS: 200; SECURITIES TRADING HOURS: 130; START DATE: 10/26/2020; ADDRESS: 127 Church Street, Suite 230, Marietta, Georgia 30060, United States; DESCRIPTION: Owner and operator of the DBA entity - the day to day management of the business.. 2) LNF Properties, LLC; POSITION: Assistant; NATURE: LLC owned by my wife and her business partner for the purpose of buying real estate properties to manage for rental income; INVESTMENT RELATED: Yes; NUMBER OF HOURS: 4; SECURITIES TRADING HOURS: 0; START DATE: 01/10/2023; ADDRESS: 2636 Acworth Due West Road NW, Kennesaw, Georgia 30152, United States; DESCRIPTION: Provide some administrative/operational assistance to my wife and clean up the properties when a tenant moves out. My wife has income from the properties (~$12,000). I am not directly paid for my assistance. 3) John Ferris; POSITION: Agent; NATURE: Insurance Sales; INVESTMENT RELATED: Yes; NUMBER OF HOURS: 60; SECURITIES TRADING HOURS: 60; START DATE: 05/06/2016; ADDRESS: 127 Church Street, Suite 230, Marietta, Georgia 30060, United States; DESCRIPTION: Insurance sales. 4) LEISURE PROPERTIES, LLC POSITION: Property Manager NATURE: This is an LLC that is wholly owned by my wife for the purpose of providing real estate rental properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 11/28/2025 ADDRESS: 411 S. Woodland Drive SW, Marietta GA 30064, United States DESCRIPTION: I am providing administrative support for the management of the business and tenants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-28 |
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