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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-01-19 |
| FL | RA | APPROVED | 2024-01-19 |
| GA | RA | APPROVED | 2024-01-19 |
| OH | RA | APPROVED | 2024-01-19 |
Branch Locations
Thomasville, GA • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
125 N. Broad Street Suite 113, Thomasville, GA 31792 • United States
2011 Commerce Dr N, Peachtree City, GA 30269 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ralph S. Waller | Valdosta | GA | 01/1989 | Present |
| Woodbury Financial Services | Valdosta | GA | 12/2000 | 01/2024 |
| Osaic Wealth, Inc. | Peachtree City | GA | 01/2024 | Present |
1) BUSINESS: WALLER WEALTH MANAGMENT; INVESTMENT-RELATED: YES; ADDRESS: 2011 COMMERCE DR N . PEACHTREE CITY . GA . 30269; NATURE: INSURANCE; YOUR POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: PRESIDENT; START DATE: 1/1981; APPROXIMATE NUMBER OF HOURS/MONTH: 10; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 5; DUTIES: INSURANCE, PROPERTY AND CASUALTY, LONG TERM CARE. 2) WALLER WEATLH MANAGEMENT POSITION: Advisor NATURE: Waller Wealth Management is a DBA for Waller Insurance and Investments, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1981 ADDRESS: 2011 Commerce Dr, Peachtree City GA 30269 DESCRIPTION: Life Insurance, fixed and indexed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-22 |
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