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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-05 |
| TX | RA | APPROVED | 2024-09-04 |
| TN | RA | APPROVED | 2018-11-02 |
Branch Locations
104 Woodmont Blvd Suite 210, Nashville, TN 37205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jhfn Sii | Nashville | TN | 10/2014 | 11/2018 |
| Osaic Wealth, Inc. | Nashville | TN | 11/2018 | Present |
1. CHARLES HERRON POSITION: Broker NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2015 ADDRESS: 104 Woodmont Blvd., Suite 210, Nashville TN 37205, United States DESCRIPTION: Needs analysis and brokering Life, Disability, Health and Annuities. 2. BEYOND ASSET MANAGEMENT POSITION: Partner NATURE: LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2018 ADDRESS: 104 Woodmont Blvd, 210, Nashville TN 37205, United States DESCRIPTION: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-09 |
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