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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-14 |
Branch Locations
400 Westpark Court Suite 210, Peachtree City, GA 30269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Fayetteville | GA | 11/2014 | 06/2024 |
| Securities America Advisors, Inc. | La Vista | NE | 11/2014 | 06/2024 |
| Osaic Wealth, Inc. | Fayetteville | GA | 06/2024 | Present |
| Osaic Wealth, Inc. | Fayetteville | GA | 06/2024 | Present |
1. MATULIA FINANCIAL SERVICES LLC POSITION: Member NATURE: Sale of insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 07/01/2025 ADDRESS: 400 Westpark Ct, Suite 210, Peachtree City, GA 30269 DESCRIPTION: Sales of Insurance Products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-01-13 |
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