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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2026-08-31
TN RA APPROVED 2026-08-31
  • AR RA
    APPROVED
    Since 2026-08-31
  • TN RA
    APPROVED
    Since 2026-08-31

Branch Locations

3181 Poplar Ave. #328, Memphis, TN 38111 • 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
Cornerstone Financial Group Memphis TN 05/2026 Present
Toll Brothers, Inc Charlotte NC 11/2025 05/2026
Meritage Homes Charlotte NC 06/2021 11/2025
Mlm Inc. New Orleans LA 03/2020 06/2021
Soniat Realty New Orleans LA 07/2019 03/2020
Student Memphis TN 08/2015 05/2019
Osaic Wealth Scottsdale AZ 05/2026 Present
  • 05/2026 → Present
    Cornerstone Financial Group
    Memphis, TN
  • 11/2025 → 05/2026
    Toll Brothers, Inc
    Charlotte, NC
  • 06/2021 → 11/2025
    Meritage Homes
    Charlotte, NC
  • 03/2020 → 06/2021
    Mlm Inc.
    New Orleans, LA
  • 07/2019 → 03/2020
    Soniat Realty
    New Orleans, LA
  • 08/2015 → 05/2019
    Student
    Memphis, TN
  • 05/2026 → Present
    Osaic Wealth
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-28
  • S66 Uniform Combined State Law Examination
    2026-08-28

View on SEC IAPD

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