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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-10 |
| CO | RA | APPROVED | 2023-11-03 |
| FL | RA | APPROVED | 2023-11-03 |
| GA | RA | APPROVED | 2023-11-03 |
| KY | RA | APPROVED | 2023-11-03 |
| MI | RA | APPROVED | 2023-11-03 |
| NJ | RA | APPROVED | 2023-11-03 |
| OH | RA | APPROVED | 2023-11-03 |
Branch Locations
7182 Liberty Centre Drive Unit I, West Chester, OH 45069 • United States
Wildwood, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-11-13 |
Branch Locations
7182 Liberty Centre Drive Unit I, West Chester, OH 45069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Cincinnati | OH | 10/1997 | 11/2023 |
| Osaic Wealth, Inc. | West Chester | OH | 11/2023 | Present |
1. TAX PREPARATION THROUGH SEPARATE ENTITY LESHNAK TAX PREPARATION, LLC.IS A LIMITED LIABILITY COMPANY EXTABLISHED IN THE STATE OF OHIO FOR THE PURPOSE OF PROVIDING TAX PREPARATION SERVICES. LESHNAK-EBNER PARTNERS, LLC IS A LIMITED LIABILITY COMPANY EXTABLISHED IN THE STATE OF OHIO FOR THE PURPOSE OF HOLDING REAL ESTATE, THE ONY ASSET AT PRESENT IS THE BUILDING THAT LESHNAK FINANCIAL GROUP, LLC AND LESHNAK TAX PREPARATION LLC OCCUPY. LESHNAK FINANCIAL GROUP, LLC. IS A LIMITED LIABILITY COMPANY ESTABLISHED IN THE STATE OF OHIO FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS INCLUDING LIFE, HEALTH, FIXED ANNUITIES, DISABILITY AND LONG-TERM CARE. NEW PROFESSIONAL DESIGNTION; ENROLLED AGENT (EA) AS OF 6/23/2012. 2. SOUTHLAND EQUITY PARTNERS, LLC POSITION: ADVISORY REPRESENTATIVE NATURE: A REGISTERED INVESTMENT ADVISOR (LLC FOR ADVISORY SERVICES) INVESTMENT RELATED: YES NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2015 ADDRESS: 7182 LIBERTY CENTRE DR, UNIT I, WEST CHESTER OH 45069 DESCRIPTION: INVESTMENT ADVISORY SERVICES. 3. BOARD MEMBER MOUNT NOTRE DAME HS POSITION: BOARD MEMBER NATURE: BOARD MEMBER MOUNT NOTRE DAME HIGH SCHOOL. NO DUTIES THAT INVOLVE BANKING, INVESTING, OR HANDLING OF MONIES. INVESTMENT RELATED: NO NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2015 ADDRESS: 7182 LIBERTY CENTRE DR, UNIT I, WEST CHESTER OH 45069 DESCRIPTION: ONE OF 18 BOARD MEMBERS THAT ADVISE THE SISTERS OF MOUNT NOTRE DAME HIGH SCHOOL ON THE ADMINISTRATION, OPERATION AND DIRECTION OF MOUNT NOTRE DAME HIGH SCHOOL. I DO NOT HAVE ANY DUTIES THAT INVOLVE BANKING, INVESTING, OR HANDLING OF MONIES. 4. LIBERTY CENTRE OFFICE CONDO ASSN; POSITION: PRESIDENT; NATURE: NON-PROFIT BUSINESS CONOMINIUM ASSOCIATION/ORGANIZATION; INVESTMENT RELATED: NO; NUMBER OF HOURS: 1; SECURITIES TRADING HOURS: 1; START DATE: 06/01/2015; ADDRESS: 7076 DARCIE DR, UNIT I, WEST CHESTER OH 45069; DESCRIPTION: THREE MEMBER BOARD THAT MANAGES AND DIRECTS THE OFFICE PARK THAT OUR OFFICE CONDOMINIUM IS LOCATED.I AHVE NODUTIES THAT INVOLVE BANKING, INVESTING, OR HANDLING OF MONIES. 5. LESHNIX, LLC POSITION: Managing Member NATURE: Business Condo Rental at: 7182 Liberty Centre Drive Unit K, West Chester, Ohio 45069. Objective to rent this business condominium for a period of time with the ultimate goal of combining this unit K with our current advisory business condo unit I to add additional space for the advisory business in the future. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2025 ADDRESS: 7182 Liberty Centre Drive, Unit I, West Chester OH 45069-6585, United States DESCRIPTION: Managing Member of partnership with my wife, Nancy Nix.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-04-08 |
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