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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
3850 North Causeway Blvd Suite 590, Metairie, LA 70002 • United States
102 Royal Oak Blvd, Thibodaux, LA 70301 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Investing | Thibodaux | LA | 09/2016 | 07/2018 |
| Capital One Advisors, Llc | Thibodaux | LA | 09/2016 | 07/2018 |
| Woodbury Financial Services, Inc. | Thibodaux | LA | 07/2018 | 01/2024 |
| Osaic Wealth, Inc. | Thibodaux | LA | 01/2024 | Present |
1) SOUTHERN WEALTH STRATEGIES, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/13/2018 ADDRESS: 102 Royal Oak Blvd., Thibodaux LA 70301, United States DESCRIPTION: Owner 2) ROW HOLDINGS, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: 102 Royal Oak Blvd., Thibodaux LA 70301, United States DESCRIPTION: I own a family home that is being leased to my daughter with the option to purchase at a later date. 3) DENISE OSADCHUK POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/16/2018 ADDRESS: 102 Royal Oak Blvd., Thibodaux LA 70301, United States DESCRIPTION: Fixed Insurance 4) NOTARY POSITION: Notary NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/23/2026 ADDRESS: 102 Royal Oak Blvd, Thibodaux LA 70301, United States DESCRIPTION: Simple Notary duties offered to clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-23 |
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