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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verizon | Americus | GA | 12/2014 | 05/2018 |
| Independent Agent | Albany | GA | 05/2018 | Present |
| Triad Advisors | Norcross | GA | 04/2023 | 08/2024 |
| Osaic Wealth, Inc. | Albany | GA | 08/2024 | Present |
1) Sandefur Wilson Asset Management; Investment related: yes; 2305 Robinhood Road, Albany, GA 31707; Nature or Structure of Business: It will be the operating name for practice, from Sandefur & Associates to Sandefur Wilson Asset Management; Position: Registered Admin; Start date: 10/18/2023; hours per month: 120; securities trading hours 120; Duties: Administrative duties associated to the advisory practice 2) Independent agent;investment related;2305 Robinhood Road;insurance broker;agent;5/2018;30 hrs/month;0 hrs during trading;agent 3) SANDEFUR WILSON ASSET MANAGEMENT POSITION: Sales Rep NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/01/2023 ADDRESS: 2305 Robinhood Road, Albany GA 31707, United States DESCRIPTION: Life Insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-26 |
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