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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-14 |
| SC | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
| VA | RA | APPROVED | 2024-06-14 |
Branch Locations
1919 Commerce Drive Suite 140, Hampton, VA 23666 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Hampton | VA | 08/2015 | 06/2024 |
| Securities America Advisors | Hampton | VA | 09/2016 | 06/2024 |
| Osaic Wealth, Inc. | Hampton | VA | 06/2024 | Present |
| Osaic Wealth, Inc. | Hampton | VA | 06/2024 | Present |
1. FIXED INSURANCE POSITION: agent NATURE: Insurance and fixed annuities through Highland capital INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/11/2024 ADDRESS: 1919 Commerce Dr. Ste 140, Hampton VA 23664 DESCRIPTION: Writing Fixed annuities through Highland Capital. 2. FOX HILL BAPTIST CHURCH POSITION: Budget Committee member NATURE: Church. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2024 ADDRESS: 335 Fox Hill Rd, Hampton VA 23669, United States DESCRIPTION: budget committee member. do not have the ability to write checks.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-06-13 |
| S65 | Uniform Investment Adviser Law Examination | 2016-09-06 |
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