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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-05-28 |
Branch Locations
200 Professional Court Suite B, Calhoun, GA 30701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hunts Turf Farm | Calhoun | GA | 02/2014 | 09/2018 |
| Felker Construction | Dalton | GA | 09/2018 | 12/2023 |
| Dudley Asset Management | Calhoun | GA | 12/2023 | Present |
| Osaic Wealth, Inc. | Rochester | MN | 02/2024 | 03/2026 |
| Osaic Wealth, Inc. | Calhoun | GA | 03/2026 | Present |
1. DUDLEY ASSET MANAGEMENT POSITION: Paraplanner NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/02/2024 ADDRESS: 200 Professional Court, Suite B, Calhoun GA 30701, United States DESCRIPTION: Assist advisors in client management, on-boarding, paperwork, appointments, checks, online access, updates, review preps, etc. I also work on and handle 401ks, rollovers, research, etc. 2. DUDLEY ASSET MANAGEMENT POSITION: fixed insurance sales -DBA name NATURE: DBA name INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 16 START DATE: 07/21/2023 ADDRESS: 200 Professional Ct, Suite B, Calhoun GA 30701, United States DESCRIPTION: Life Insurance sales; client meetings, quotes, and follow-up activities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-23 |
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