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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cloudone | Nashville | TN | 05/2020 | 08/2021 |
| General Nutrition Center | Hermitage | TN | 04/2022 | 07/2022 |
| Lifestyle Events, Llc | Mount Juliet | TN | 07/2023 | 12/2024 |
| Investment Consulting Group | Franklin | TN | 01/2024 | 06/2025 |
| Liberty University | Nashville | TN | 05/2024 | 05/2025 |
| Goodpasture Christian School | Madison | TN | 08/2014 | 05/2022 |
| Lipscomb University | Nashville | TN | 08/2022 | 05/2024 |
| Osaic Wealth Inc | Franklin | TN | 02/2025 | 06/2025 |
| Caledonian Financial | Columbia | TN | 07/2025 | Present |
| Osaic Wealth Inc | Columbia | TN | 08/2025 | Present |
CALEDONIAN FINANCIAL POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 08/18/2025 ADDRESS: 708 N Main St Columbia TN 38401 DESCRIPTION: Provides Financial Advice to clients of Caledonian Financial
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-27 |
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