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Montee Allan Sneed

Osaic Wealth, Inc.

Columbia, TN

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-08-28
FL RA APPROVED 2025-08-19
TN RA APPROVED 2025-08-18
TX RA APPROVED_RES 2025-08-18
  • NC RA
    APPROVED
    Since 2025-08-28
  • FL RA
    APPROVED
    Since 2025-08-19
  • TN RA
    APPROVED
    Since 2025-08-18
  • TX RA
    APPROVED_RES
    Since 2025-08-18

Branch Locations

708 North Main Street, Columbia, TN 38401 • 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
Nbc Securities, Inc. Birmingham AL 11/2005 08/2025
Caledonian Financial Columbia TN 11/2005 Present
Osaic Wealth Inc Columbia TN 08/2025 Present
  • 11/2005 → 08/2025
    Nbc Securities, Inc.
    Birmingham, AL
  • 11/2005 → Present
    Caledonian Financial
    Columbia, TN
  • 08/2025 → Present
    Columbia, TN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-01-03
S63 Uniform Securities Agent State Law Examination 1986-07-10
  • S65 Uniform Investment Adviser Law Examination
    1996-01-03
  • S63 Uniform Securities Agent State Law Examination
    1986-07-10
Designations

View on SEC IAPD

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