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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-07 |
| IN | RA | APPROVED | 2017-11-07 |
| KY | RA | APPROVED | 2017-11-07 |
Branch Locations
1700 Ups Drive Suite 101, Louisville, KY 40223-4046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Louisville | KY | 01/1997 | Present |
| Financial Services Center | Louisville | KY | 11/1988 | Present |
1) FINANCIAL SERVICES CENTER, INVESTMENT RELATED, 1700 UPS DRIVE SUITE 101 LOUISVILLE, KY 40223-4026, ADVISORY REPRESENTATIVE, 1 HOUR PER MONTH, LESS THAN 1 HOUR DURING TRADING HOURS, CURRENTLY INVOLVED IN THE SALE OF TRADITIONAL LIFE INSURANCE, FIXED ANNUITIES AND LONG TERM CARE. 2) SPRING CREEK HOMEOWNERS ASSOCIATION POSITION: President NATURE: Homeowner association to handle the business affairs of the neighborhood. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2003 ADDRESS: *418 Running Spring Drive, Louisville KY 40241, United States DESCRIPTION: I oversee board meetings.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-03-29 |
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