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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Landrum | SC | 02/2013 | 11/2021 |
| Stifel Independent Advisors, Llc | Landrum | SC | 11/2021 | Present |
| Osaic Wealth, Inc | Landrum | SC | 04/2026 | Present |
1. Rental Property; 910 E Rutherford St, Landrum, SC 29356; Office Building; Office space rented to Freehold Wealth Management; Manage Property; 01/01/2015; 1 Hour per Day; Not During Securities Trading Hours; Investment-Related. 2. Rental Property; 325 Fairview Farms Rd, Campobello, SC 29322; Rental; Owner; Manage property and house; 01/01/1997; 1 Hour per Day; Not During Securities Trading Hours; Investment-Related. 3. U.S. Equestrian Federation; 4001 Wing Commander Way, Lexington, KY 40511; National governing body for equestrian sports; Independent Contractor; R-1 Steward; 01/01/2001; 10 Hours per Day; Not During Securities Trading Hours; Not Investment-Related. 4. Rental Property; 2784 Pea Ridge Rd, Mill Spring, NC 28756; Rental Property; Owner; Manage Property; 01/01/2016; 0 Hours per Day; Not During Securities Trading Hours; Investment-Related. 5. Free Hold Financial Group LLC; 910 E Rutherford St, Landrum, SC 29356; Financial Advisors; Member, partner; Manager; 3 Hours per Day; Not During Securities Trading Hours; Investment-
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1980-11-24 |
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