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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc | Seattle | WA | 07/2009 | 11/2020 |
| Securities America, Inc. | Portland | OR | 11/2020 | 06/2024 |
| Securities America Advisors, Inc. | Portland | OR | 11/2020 | 06/2024 |
| Osaic Wealth, Inc. | Portland | OR | 06/2024 | Present |
| Osaic Wealth, Inc. | Portland | OR | 06/2024 | Present |
1.JESSICA CHRISTIANSEN POSITION: Sales & Service NATURE: Insurance sales. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/31/1998 ADDRESS: 7140 SW Fir Loop #230, Portland OR 97223, United States DESCRIPTION: Insurance sales and service, primarily life insurance. 2. RAYMOND GREGOIRE POSITION: Assistant NATURE: Work as paid assistant to Osaic Rep Raymond Gregoire, HT8. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/15/2000 ADDRESS: 7140 SW Fir Loop #230, Portland OR 97223, United States DESCRIPTION: Support all aspects of Ray's Osaic business including client contacts and administrative tasks. 3. REKS CHRISTIANSEN TRUST POSITION: Trustee NATURE: family living trust for in-laws INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2022 ADDRESS: 10652 SW 42nd Ave, Portland OR 97219, United States DESCRIPTION: handle bill paying and condo rental for family trust
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-26 |
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