Herbert R Tanner

Current Employers

Employment History

• 11/1989 → Present
  Manufacturers L/Fe
  Charlotte, NC
• 07/1990 → Present
  Hand & Tanner Financial Group Inc.
  Beaufort, SC
• 01/1988 → Present
  Owen Hand & Co Ltd
  Beaufort, SC
• 02/2009 → 11/2017
  Invest Financial Corp.
  Tampa, FL
• 11/2017 → Present
  Osaic Wealth, Inc.
  Lady'S Island, SC

Previous Registrations

• 2009-02-17 → 2017-12-01
  Invest Financial Corporation
  Beaufort, SC

Other Businesses

1) HERBERT R TANNER, SOLE PROPRIETOR. INVESTMENT RELATED. PROFESSIONAL VILLAGE CIRCLE ADDR. LIFE INSURANCE. AGENT. START 08/02/10. 20 HPM DURING TRADING. SALES. 2) HAND AND TANNER FINANCIAL GROUP, INC. POSITION: Vice President NATURE: Subchapter S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1990 ADDRESS: 39 professional village circle, beaufort SC 29907, United States; DESCRIPTION: Payment of bills and corporate direction. 3) O AND R LLC POSITION: owner NATURE: LLC owned by Owen K. Hand and H. Ronald Tanner as building which we rent for office space.Done for liability protection. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1999; ADDRESS: 39 professional village, beaufort SC 29907, United States; DESCRIPTION: Owner help take care of paying bills and building maintenance 4) H. RONALD TANNER POSITION: owner NATURE: Insurance protection for our clients needs INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/30/1987 ADDRESS: 39 professional village, beaufort SC 29907, United States; DESCRIPTION: Providing life, disability, and long term care protection for our clients 5) BEAUFORT WATER FESTIVAL POSITION: past commodore NATURE: Community festival INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 08/01/1989 ADDRESS: P O Box 52, beaufort SC 29901, United States DESCRIPTION: discuss new festivals in advisory capacity only 6) UNITED WAY OF THE LOWCOUNTRY POSITION: Endowment committee NATURE: Charity INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 1277 ribaut road, beaufort SC 29902, United States DESCRIPTION: Oversee the selection and performance of the endowment funds managed by other endowments and report to the finance committee 7) GARDEN CITY CHAPEL AND RETREAT POSITION: Board member NATURE: Religious Church Camp INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2019 ADDRESS: 316 Dogwood Drive N, Murrells Inlet SC 29576, United States DESCRIPTION: Board member. 8) PAWLEYS ISLAND CHAPEL POSITION: Board Member/Vice President NATURE: Religious Chapel Corp INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2019 ADDRESS: 391 Myrtle Avenus, Pawleys Island SC 29585, United States DESCRIPTION: Board member and Vice President 9) SEA ISLAND ROTARY FOUNDATION POSITION: Board member NATURE: Rotary club. Civic organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2023 ADDRESS: P O Box 191, Beaufort SC 29907, United States DESCRIPTION: Board member to help initiate a Foundation to help better help others have a better lifestyle 10) MELLOWOOD GROUP LLC POSITION: 50% owner with my spouse owning the other 50% NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/18/2025 ADDRESS: 3505 Morgan River Drive South, Beaufort, SC SC 29907, United States DESCRIPTION: Rental home in Charleston SC

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-06
• S63 Uniform Securities Agent State Law Examination
  1984-09-27

Designations

Other Names

• Ronny Tanner
• Herbert Ronald Tanner