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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-11-02 |
Branch Locations
3252 Mallard Cove Lane, Fort Wayne, IN 46804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Carmel | IN | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | Fort Wayne | IN | 11/2018 | Present |
1. FIXED INSURANCE PRODUCTS POSITION: agent NATURE: Offering and selling fixed insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/15/1989 ADDRESS: 3252 Mallard Cove Lane, Fort Wayne IN 46804, United States DESCRIPTION: servicing and selling fixed insurance products 2. DBA OLSON FINANCIAL SERVICES POSITION: Investment Advisor Representative NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 01/02/1995 ADDRESS: 3252 Mallard Cove Lane, Fort Wayne IN 46804, United States DESCRIPTION: I am a Financial Planner/Registered Representative who sells securities & insurance products to individuals and businesses. I also supervise other registered representatives in their securities activities. I ama sole proprietor of this DBA & use the name to identify my business to the public.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-11-02 |
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