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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-14 |
| VA | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group, Inc | Houston | TX | 10/2012 | 08/2017 |
| Securities America Inc. | Henrico | VA | 08/2017 | 06/2024 |
| Securities America Advisors | Henrico | VA | 08/2017 | 06/2024 |
| Osaic Wealth, Inc. | Henrico | VA | 06/2024 | Present |
1. BON AIR BASKETBALL POSITION: ASSISTANT COACH NATURE: VOLUNTEER HELPING COACH YOUTH BASKETBALL SUMMER LEAUGE / Winter league INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/23/2018 ADDRESS: 2711 Buford Rd # 115, BON AIR VA 23235 DESCRIPTION: HELP COACH YOUTH BASKETBALL TEAM-IN SUMMER LEAGUE / WINTER LEAGUE 2. DBA ONLY: PINNACLE FIRST FINANCIAL GROUP 3. ONLINE BUSINESS DEVELOPMENT POSITION: consultant NATURE: business coach / consultant INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2022 ADDRESS: 524 WALLINGHAM DR, MIDLOTHIAN VA 23114 DESCRIPTION: Business Coaching to help businesses grow
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-07 |
| S66 | Uniform Combined State Law Examination | 2000-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-04 |
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