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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-12-18 |
| SC | RA | APPROVED | 2022-03-22 |
| GA | RA | APPROVED | 2020-08-14 |
| TX | RA | APPROVED | 2020-08-13 |
Branch Locations
3461-F Lawrenceville Suwanee Road, Suwanee, GA 30024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds | San Antonio | TX | 03/2018 | 04/2020 |
| Allied Insurance Advisors | Suwanee | GA | 05/2017 | 03/2018 |
| Lindenwood University | St. Charles | MO | 08/2013 | 05/2017 |
| American Funds | San Antonio | TX | 04/2020 | 08/2020 |
| Osaic Wealth, Inc. | Suwanee | GA | 08/2020 | Present |
1. ALLIED INVESTMENT ADVISORS POSITION: Managing Member NATURE: LLC filing as S corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 09/01/2020 ADDRESS: 3461-F Lawrenceville-Suwanee Road, Suwanee GA 30024, United States DESCRIPTION: Marketing, prospecting, sales, securities through Royal Alliance and insurance related products for financial planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-10 |
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