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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-11-03 |
Branch Locations
7182 Liberty Centre Drive #1, West Chester, OH 45069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Cincinnati | OH | 01/1999 | 11/2023 |
| Southland Equity Partners | Bellevue | KY | 09/2014 | Present |
| Osaic Wealth, Inc. | West Chester | OH | 11/2023 | Present |
1. CLEAR CHANNEL RADIO - TALK SHOW HOST, NO, MONTGOMERY RD. CINCINNATO, OH 45236, HOST, 1994, 15HRS/MONTH, 2HRS DT, TALK SHOW HOST DISCUSSING ISSUES OF THE DAY. 2. TRACY JONES FINANCIAL, YES, 101 HARBOR GREENE DR. W602 BELLEVUE, KY 41073, OWNER, 9/2006, 100 HRS/DT, 4HRS DT, FINANCIAL ADVISOR - RIA. 3. LESHNAK WEALTH POSITION: financial advisor NATURE: sole prorietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 01/12/2019 ADDRESS: 7182 liberty centre drive unit 1, west chester OH 45069, United States DESCRIPTION: Financial advisor 4. JONES INVESTMENT PROPERTIES POSITION: president NATURE: llc INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2015 ADDRESS: 101 harbor green w602, bellevue KY 41073, United States DESCRIPTION: I'm the landlord. No clients are tenants
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-04-14 |
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