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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-03
  • FL RA
    APPROVED
    Since 2025-01-03

Branch Locations

Tallahassee, FL • United States

850 Nw Federal Hwy Suite Vo415, Stuart, FL 34994 • 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
Jensen Beach High School Jensen Beach FL 02/2014 06/2018
Conchy Joes Seafood Jensen Beach FL 07/2018 05/2019
Northstar Geomatics Jensen Beach FL 06/2019 09/2019
Kyle G's Seafood And Steak Jensen Beach FL 10/2019 05/2021
University Of Florida Gainesville FL 06/2021 07/2023
Wiswell Financial Jensen Beach FL 08/2023 Present
Osaic Wealth, Inc. Stuart FL 10/2024 Present
  • 02/2014 → 06/2018
    Jensen Beach High School
    Jensen Beach, FL
  • 07/2018 → 05/2019
    Conchy Joes Seafood
    Jensen Beach, FL
  • 06/2019 → 09/2019
    Northstar Geomatics
    Jensen Beach, FL
  • 10/2019 → 05/2021
    Kyle G's Seafood And Steak
    Jensen Beach, FL
  • 06/2021 → 07/2023
    University Of Florida
    Gainesville, FL
  • 08/2023 → Present
    Wiswell Financial
    Jensen Beach, FL
  • 10/2024 → Present
    Stuart, FL
Other Businesses

1. WISWELL FINANCIAL SERVICES, LLC POSITION: Registered Representative and Advisor / Marketing Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2025 ADDRESS: 850 NW Federal Hwy, Stuart FL 34994, United States DESCRIPTION: Work with the public as a registered representative and advisor in the securities business and create content. Manage social media for securities business. 2. IL LUSSO POSITION: Server NATURE: Restaurant - LLC INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 08/06/2026 ADDRESS: 201 E Park Ave #100, Tallahassee FL 32301, United States DESCRIPTION: Simply a server at an Italian Steakhouse

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-31
  • S66 Uniform Combined State Law Examination
    2024-07-31

View on SEC IAPD

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