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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-05-05 |
Branch Locations
2138 Pleasant Plains Ext., Jackson, TN 38305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Jackson | TN | 03/2026 | Present |
| Osaic Wealth, Inc. | Jackson | TN | 02/2023 | 03/2026 |
| Great American Sports | Jackson | TN | 09/2022 | 01/2023 |
| Paris Industrial | Paris | TN | 05/2022 | 08/2022 |
| Jackson Country Club | Jackson | TN | 01/2022 | 05/2022 |
| Doordash | Jackson | TN | 08/2021 | 12/2021 |
| Paris Industrial | Paris | TN | 05/2021 | 08/2021 |
| Doordash | Jackson | TN | 01/2021 | 05/2021 |
| Union University | Jackson | TN | 08/2020 | 12/2020 |
| Holiday Valley | Ellicottville | NY | 11/2018 | 03/2020 |
| Radiantly You / Nourished | Randolph | NY | 09/2017 | 02/2020 |
| Was Not Working | Mckenzie | TN | 04/2020 | 07/2020 |
| Union University | Jackson | TN | 08/2020 | 12/2023 |
| Randolph High School | Randolph | NY | 09/2015 | 06/2020 |
1.FOUNDATION BANK POSITION: Insurance Producer NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 03/14/2025 ADDRESS: 2138 Pleasant Plains EXT., Jackson TN 38305, United States DESCRIPTION: Annuity and Life Insurance producer. 2.FOUNDATION BANK (1) POSITION: Financial Solutions Partner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 01/06/2023 ADDRESS: 2138 Pleasant Plains EXT., Jackson TN 38305, United States DESCRIPTION: General banking including opening bank accounts, supervising tellers, answering customer inquiries, and attending internal bank meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-01 |
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