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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-13 |
Branch Locations
430 Davis Drive Suite 110, Morrisville, NC 27560 • United States
Raleigh, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Apex | NC | 11/2022 | 04/2026 |
| Wells Fargo Bank, Na | Apex | NC | 04/2019 | 04/2026 |
| Unemployed | Roy | UT | 01/2019 | 04/2019 |
| Ascena Retail Group, Catherines | Cary | NC | 01/2020 | 07/2020 |
| Oklahoma Central Credit Union | Tulsa | OK | 11/2013 | 12/2018 |
| Osaic Wealth | Morrisville | NC | 04/2026 | Present |
1. BRIAN REYNOLDS POSITION: Client Service Associate NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/13/2026 ADDRESS: 430 Davis Dr, Ste 110, Morrisville NC 27560, United States DESCRIPTION: I am an assistant to Brian Reynolds, who pays my salary. 2. RIAR WEALTH POSITION: Client Service Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/13/2026 ADDRESS: 430 Davis Dr, Ste 110, Morrisville NC 27560, United States DESCRIPTION: I am an assistant to the financial professional of the Firm and assist him with his securities business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-21 |
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