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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-02-11 |
| TX | RA | APPROVED | 2025-02-10 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Baton Rouge | LA | 05/2011 | 01/2025 |
| Osaic Wealth, Inc. | Baton Rouge | LA | 01/2025 | Present |
| Osaic Advisory Services | Atlanta | GA | 02/2025 | Present |
1)PROPERTIES BY JOJO, LLC. BATON ROUGE, LA CATEGORY: REAL ESTATE RENTAL/LEGAL ENTITY INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: MAINTAIN PROPERTY AND COLLECT RENT. START DATE: 11/2018 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 2) LA REALTY PARTNERS LLC SAINT GABRIEL, LA 70776 CATEGORY: LEGAL ENTITY/REAL ESTATE RENTAL INVESTMENT RELATED: NO TITLE: CO-OWNER DUTIES: LEGAL ENTITY THROUGH WHICH RENTAL PROPERTY WILL BE OWNED AND MANAGED. START DATE: 03/01/2021 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 3)CENTANNI FINANCIAL GROUP 6709 PERKINS ROAD BATON ROUGE, LA 70808 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT/SALES PERSON DUTIES: SALE AND SERVICE OF DISABILITY INSURANCE, FIXED ANNUITIES, LONG-TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 1/1/2024 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 6 4)CENTANNI FINANCIAL GROUP DBA POSITION: Agent,Sales Person NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2024 ADDRESS: 6709 Perkins Road, Baton Rouge LA 70808, United States DESCRIPTION: Assist with investment sales and trading/investing of client accounts 5)CENTANNI FINANCIAL GROUP POSITION: Agent,Sales Person NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 01/01/2024 ADDRESS: 6709 Perkins Road, Baton Rouge LA 70808, United States DESCRIPTION: Assist clients in obtaining insurance that satisfies their needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-07 |
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