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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Auburn | AL | 10/2023 | 06/2024 |
| Gibson And Carden | Troy | AL | 05/2023 | Present |
| Russell Lands | Alexander City | AL | 03/2020 | 09/2020 |
| Unemployed | Auburn | AL | 09/2020 | 07/2022 |
| Auburn University | Auburn | AL | 07/2022 | 05/2023 |
| Student/Unemployed | Wadley | AL | 10/2013 | 03/2020 |
| Osaic Wealth, Inc. | Auburn | AL | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. GIBSON AND CARDEN LLC POSITION: Staff Accountant NATURE: I am a CPA. I work for a CPA firm where I am a staff accountant. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 05/30/2023 ADDRESS: 110 S Brundidge Street, Troy AL 36081 DESCRIPTION: I mostly prepare tax returns for clients of the partners. I do a few small bookkeeping tasks monthly. I do not pay any bills for clients. 2. 2020 WEALTH MANAGEMENT GROUP, LLC POSITION: Junior Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 09/01/2024 ADDRESS: 1859 Ogletree Road, Auburn AL 36830, United States DESCRIPTION: Junior advisor on a joint rep code. Share in advisory duties with my supervisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-30 |
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