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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network, Inc. | Jamestown | NY | 04/2005 | 09/2020 |
| Ssn Advisory, Inc. | Jamestown | NY | 04/2005 | 09/2020 |
| Securities America, Inc. | Jamestown | NY | 09/2020 | 06/2024 |
| Securities America Advisors | Jamestown | NY | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | Jamestown | NY | 06/2024 | Present |
| Osaic Wealth, Inc. | Jamestown | NY | 06/2024 | Present |
1. CARLSON FINANCIAL GROUP POSITION: Advisor - financial planner NATURE: Advisory Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 09/01/2020 ADDRESS: 863 Fairmount Ave, Jamestown NY 14701 DESCRIPTION: Fee based asset management 2. CARLSON FINANCIAL GROUP POSITION: Advisor NATURE: This is my DBA for my investment, financial planning and agent business through SAI. Will also do fixed annuity, long term care, equity index annuities, health insurance and disability through approved providers. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 01/28/2013 ADDRESS: 863 Fairmount Ave, Jamestown NY 14701 DESCRIPTION: Life Insurance Annuities Long Term Care Ins
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-14 |
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