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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-22 |
| FL | RA | APPROVED | 2023-10-16 |
| TN | RA | APPROVED | 2023-10-16 |
| NC | RA | APPROVED | 2023-10-13 |
Branch Locations
715 Market Street Suite 103, Chattanooga, TN 37402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Acuity Merchant Services | Chattanooga | TN | 08/2012 | 05/2017 |
| Edward Jones | Chattanooga | TN | 05/2017 | 03/2020 |
| Ubs Financial Services Inc | Chattanooga | TN | 03/2020 | 10/2023 |
| Osaic Wealth, Inc. | Chattanooga | TN | 10/2023 | Present |
1. DWRC, LLC POSITION: Co-owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/05/2026 ADDRESS: 406 Frazier Avenue, Chattanooga TN 37405, United States DESCRIPTION: Landlord and receive rental income from three other businesses that will be in the building. 2.SCENIC CITY WEALTH (CHANGING DBA NAME FROM SCENIC CITY FINANCIAL) POSITION: IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/05/2024 ADDRESS: 715 Market Street, Suite 103, Chattanooga TN 37402, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 3. SCENIC CITY WEALTH- FIXED INSURANCE (CHANGING FROM SCENIC CITY FINANCIAL) POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/05/2024 ADDRESS: 715 Market Street, Suite 103, Chattanooga TN 37402, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance 4. RENTAL PROPERTY POSITION: Spouse is Silent Partner NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2004 ADDRESS: 247 Broadway West, Gallatin TN 37066, United States DESCRIPTION: None 5. SCENIC CITY WEALTH- RENTAL INCOME POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/13/2023 ADDRESS: 715 Market Street, Suite 103, Chattanooga TN 37402, United States DESCRIPTION: Provide office space in exchange for rental income
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-15 |
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