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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-10-01 |
Branch Locations
301 S Perimeter Park Dr Ste 100, Nashville, TN 37211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Franklin | TN | 09/2017 | 07/2018 |
| The Prudential Insurance Company Of America | Franklin | TN | 09/2017 | 07/2018 |
| Modern Woodmen Of America | Mt. Juliet | TN | 04/2016 | 06/2017 |
| Investacorp | Miami | FL | 01/2019 | 07/2020 |
| Molette Investment Services | Nashville | TN | 01/2019 | Present |
| Ssp Fitness Llc | Nolensville | TN | 03/2009 | Present |
| Securities America, Inc. | Nashville | TN | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Nashville | TN | 06/2024 | Present |
1. Clara Perry-Braden (mother) -Non-Investment Related, Conducted from 993 E College Street, Pulaski, TN, 38478. The nature of this Outside Business Activity (OBA) is POA, my position in the organization is POA, the duties of this position are Durable POA for my mother, who has [REDACTED] and resides in a nursing home. Activities involve bill payment (check writing), and any decisions involving her health and well being. 11/14/14 was the start of the relationship with the other business and 20 hours are devoted to this other business weekly and 60 of hours are devoted to this other business during securities trading hours monthly. 2. SSP FITNESS POSITION: owner NATURE: Fitness Training & Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 03/10/2010 ADDRESS: 1103 Ben Hill Blvd, Nolensville TN 37135 DESCRIPTION: Fitness training and consulting for clients. 3.GUARDIANSHIP AND TRUST CORPORATION POSITION: Board member NATURE: Conservator for persons with special needs. Entity pays bills, and coordinates payment for health care for its clients. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/02/2019 ADDRESS: 95 White Bridge Rd, #330, Nashville TN 37205 DESCRIPTION: Board member. I have no authority to do anything financial for persons represented by this entity. 4. DBA - Perry Wealth Solutions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-17 |
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