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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-18 |
| NH | RA | APPROVED | 2018-11-19 |
Branch Locations
Hampton, NH • 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 |
|---|---|---|---|---|
| Sii | Hampton | NH | 04/2015 | 11/2018 |
| John Hancock | Portsmouth | NH | 09/2007 | 11/2018 |
| Osaic Wealth, Inc. | Nashville | TN | 11/2018 | Present |
1) GENX FINANCIAL POSITION: Director of Operations NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/12/2018 ADDRESS: 12575 Faraday Lane, Orlando FL 32827, United States DESCRIPTION: GenX Financial is the entity that facilitates payroll and benefits but I do not hold this name out to the public. W-2 comes from GenX Financial. 2) INNOVATIVE FINANCIAL GROUP/ MYREMOTEFA POSITION: Director of Client Relations NATURE: LLC. / Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/12/2018 ADDRESS: 2908 Poston Ave, Ste 1, Nashville, TN 37203 DESCRIPTION: Registered Admin 3) SELL MY FINANCIAL PRACTICE POSITION: Director of Operations NATURE: LLC. / Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/28/2021 ADDRESS: 2908 Poston Ave, Suite 1, Nashville TN 37203, United States DESCRIPTION: Registered Admin 4) SELL MY FINANCIAL PRACTICE POSITION: Director of Operations NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/28/2021 ADDRESS: 12575 Faraday Lane, Orlando FL 32827, United States DESCRIPTION: Disclose our succession planning business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-22 |
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