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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 | 2024-09-10 |
| FL | RA | APPROVED | 2023-09-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 06/2003 | Present |
| Spc | Ann Arbor | MI | 03/2010 | Present |
| Sagepoint Financial | Sarasota | FL | 12/2015 | 09/2023 |
| Osaic Wealth, Inc. | Sarasota | FL | 09/2023 | Present |
1. JONNA KELLER-INSURANCE PRODUCER POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/09/2001 ADDRESS: 3340 A Bee Ridge Road, Sarasota FL 34239, United States DESCRIPTION: Insurance sales 2. FIRST SECURITY INVESTMENTS, LLC OF SWF/DBA POSITION: The purpose of this OBA is to disclose my DBA, First Security Investments, LLC of SWF as it relates to my fixed insurance, and financial services. NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/09/2001 ADDRESS: 3340 A Bee Ridge Road, Sarsota FL 34239, United States DESCRIPTION: The purpose of this OBA is to disclose my DBA, First Security Investments, LLC of SWF as it relates to my fixed insurance, and financial services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-01 |
| S65 | Uniform Investment Adviser Law Examination | 1999-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-05 |
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