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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| MN | RA | APPROVED | 2024-01-19 |
| NE | RA | APPROVED | 2024-01-19 |
| ND | RA | APPROVED | 2024-01-19 |
| SD | RA | APPROVED | 2024-01-19 |
Branch Locations
614 West Main Street, Mandan, ND 58554 • United States
700 Ash Avenue, New Salem, ND 58563 • United States
100 W Main St, Center, ND 58530 • United States
3000 N 14Th Street, Bismarck, ND 58503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Centers Of America | Bismarck | ND | 11/2013 | 10/2017 |
| Security First Wealth Management | Bismarck | ND | 11/2013 | 10/2017 |
| Woodbury Financial Services Inc | Bismarck | ND | 10/2017 | 01/2024 |
| Osaic Wealth, Inc. | Center | ND | 01/2024 | Present |
1. SELF POSITION: owner NATURE: Selling some hand-made fishing tackle INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/30/2018 ADDRESS: 1840 N 23rd St Bismarck ND 58501 DESCRIPTION: designing and assembling custom walleye rigs 2. SECURITY FIRST WEALTH MANAGEMENT POSITION: agent NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/25/2019 ADDRESS: 3000 n 14th St Bismarck ND 58503 DESCRIPTION: selling insurance products 3. SECURITY FIRST WEALTH MANAGEMENT POSITION: agent NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/25/2019 ADDRESS: 3000 north 14th Street, Bismarck ND 58503, United States DESCRIPTION: selling insurance products 4. BISMARCK PUBLIC SCHOOLS POSITION: Head COAch NATURE: School District INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2006 ADDRESS: 806 N Washington St., BISMARCK ND 58501, United States DESCRIPTION: I coach the Horizon Middle School Golf team in the fall for 6 weeks. Mid-August to October 1st.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-19 |
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