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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Lexington | KY | 06/2026 | Present |
| Kelli Newman, Self | Lexington | KY | 01/2008 | Present |
| Lpl Financial Llc | Lexington | KY | 05/2022 | 06/2024 |
| Lpl Financial, Llc | Lexington | KY | 08/2018 | 05/2019 |
| Commonwealth Financial Network | Waltham | MA | 06/2024 | 06/2026 |
| Alliance Financial Planning | Lexington | KY | 06/2024 | Present |
1. PUBLIC SCHOOL VOLUNTEER POSITION: volunteer NATURE: n/a INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2001 ADDRESS: 253 Ellis Park, Lexington KY 40516, United States DESCRIPTION: volunteer at 5 local elementary schools 2. NEW ERA INSURANCE POSITION: owner NATURE: LLC Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/11/2021 ADDRESS: 151 Prosperous Place, 2A, Lexington KY 40509, United States DESCRIPTION: Insurance agent, own an independent agency, write life insurance, long term care, fixed annuities, disability, health insurance and medicare supplement insurance. 3. NEW ERA INSURANCE/BNI POSITION: member NATURE: n/a INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 151 Prosperous Place, 2A, Lexington KY 40509, United States DESCRIPTION: member of a local chapter of BNI referrals group
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-01 |
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