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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-07-21
  • GA RA
    APPROVED
    Since 2026-07-21

Branch Locations

3548 Old Milton Parkway, Alpharetta, GA 30005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hiscox Inc. Atlanta GA 06/2021 Present
Sogeti Atlanta GA 01/2020 06/2021
Compliancepoint Duluth GA 06/2019 01/2020
Georgia College And State University Milledgeville GA 08/2015 06/2019
Georgia College And State University Milledgeville GA 08/2016 06/2019
Compliancepoint Duluth GA 05/2018 08/2018
Coyote Logistics Alpharetta GA 05/2017 08/2017
Osaic Alpharetta GA 12/2025 Present
  • 06/2021 → Present
    Hiscox Inc.
    Atlanta, GA
  • 01/2020 → 06/2021
    Sogeti
    Atlanta, GA
  • 06/2019 → 01/2020
    Compliancepoint
    Duluth, GA
  • 08/2015 → 06/2019
    Georgia College And State University
    Milledgeville, GA
  • 08/2016 → 06/2019
    Georgia College And State University
    Milledgeville, GA
  • 05/2018 → 08/2018
    Compliancepoint
    Duluth, GA
  • 05/2017 → 08/2017
    Coyote Logistics
    Alpharetta, GA
  • 12/2025 → Present
    Osaic
    Alpharetta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-13
  • S66 Uniform Combined State Law Examination
    2026-06-13

View on SEC IAPD

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