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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-01-24 |
Branch Locations
2000 Providence Park Suite 200, Birmingham, AL 35242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Protective Insurance Group | Birmingham | AL | 03/1983 | 01/2019 |
| Proequities, Inc. | Birmingham | AL | 09/1986 | 01/2019 |
| Lincoln Financial Securities | Birmingham | AL | 01/2019 | 01/2025 |
| Osaic Wealth, Inc. | Birmingham | AL | 01/2025 | Present |
1) PROVIDENCE BENEFITS LLC / PROVIDENCE PARTNERS 2000 PROVIDENCE PARK, STE 200 BIRMINGHAM AL CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: OWNER DUTIES: OFFERS HEALTH INSURANCE, FIXED/INDEXED ANNUITIES, COMMISSION=BASED GROUP BENEFITS, LIFE SETTLEMENTS, TRADITIONAL LIFE INSURANCE START DATE: 06/2017 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 30 2) KAM FAMILY PROPERTIES LLC DBA PROVIDENCE STAYS 1139 GREYMOUR RD BIRMINGHAM AL CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: ENTITY OWNS RENTAL PROPERTIES START DATE: 02/2012 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 3) PROVIDENCE PREMIER PROPERTIES LLC BIRMINGHAM AL CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: YES TITLE: OWNER DUTIES: ENTITY OWNS RENTAL PROPERTIES START DATE: 12/2021 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 2 4) PROVIDENCE STAYS, LLC 2000 PROVIDENCE PARK STE 200 BIRMINGHAM AL CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: ENTITY CREATED TO HOLD LAND START DATE: 04/2023 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-22 |
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