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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-30 |
| IA | RA | APPROVED | 2023-11-03 |
| KY | RA | APPROVED | 2023-11-03 |
| NE | RA | APPROVED | 2023-11-03 |
| WA | RA | APPROVED | 2023-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Greenfield | IA | 05/1995 | 11/2023 |
| Osaic Wealth, Inc. | Greenfield | IA | 11/2023 | Present |
1. GENERAL INSURANCE,NOT INVESTMENT RELATED,DFG,SOLE PROPRIETORSHIP, 2061 255TH ST GREENFIELD IA 50849,OWNER, STARTED THIS ACTIVITY: MAY 1995,2 HOURS/MONTH,0 SECURITIES TRADING HOURS,SELL LTC INSURANCE,VARIABLE ANNUITIES. 2. FARMING,NOT INVESTMENT RELATED,SOLE PROPRIETORSHIP,2061 255TH ST GREENFIELD IA 50849,OWNER, STARTED THIS ACTIVITY: 03/01/1995, 50 HOURS/MONTH, 1 DURING SECURITIES TRADING HOURS, PLANTING. 3. JAMES SHINDELAR POSITION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2019 ADDRESS: 2061 255TH ST, GREENFIELD IA 50849, United States DESCRIPTION: TAX PREPARER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-24 |
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