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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-10 |
| SC | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
127 Church Street Suite 230, Marietta, GA 30060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clemson University | Clemson | SC | 08/2018 | 12/2022 |
| Kroger | Hilton Head | SC | 05/2018 | 08/2018 |
| Marriott Hotel | Hilton Head | SC | 05/2019 | 08/2019 |
| Davis & Floyd, Inc. | Greenwood | SC | 06/2020 | 08/2020 |
| Davis & Floyd, Inc. | Greenwood | SC | 01/2021 | 04/2021 |
| Saunders Construction, Inc. | Denver | CO | 06/2022 | 08/2022 |
| The Legacy One Group | Pearland | TX | 01/2023 | 09/2023 |
| Cobb County School District | Marietta | GA | 01/2013 | 05/2018 |
| Fsc Securities Corporation (Crd: | Pearland | TX | 03/2023 | 11/2023 |
| Waterstone Wealther Strategies | Pearland | TX | 10/2023 | Present |
| Osaic Wealth, Inc. | Marietta | GA | 11/2023 | Present |
1. WILLIAM MURPHY, INSURANCE AGENT POSITION: Agent NATURE: Independent producer of life and health insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/15/2023 ADDRESS: 127 Church Street, Suite 230, Marietta GA 30060, United States DESCRIPTION: I work in sales for insurance on an independent producer level. 2. WATERSTONE WEALTH STRATEGIES POSITION: Junior Advisor NATURE: S Corporation. This entity is the DBA name for the advisor John Ben Ferris. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/02/2023 ADDRESS: 127 Church Street, Suite 230, Marietta GA 30060, United States DESCRIPTION: -Support lead advisor-Actively network within the community and build relationships with key center of influence individuals-Client meeting preparation-Management of current practice reporting tools & assure data reflected on the report is complete and accurate-Receive and execute client requests for online access-Receive client service inquiries for execution-Assist with client contract paperwork, responsible for implementation and all client follow through
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-25 |
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