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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-07-30 |
| MT | RA | APPROVED | 2018-11-02 |
Branch Locations
2419 Mullan Road Suite C, Missoula, MT 59808 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homestead Orchards Inc | Wapato | WA | 06/1984 | 01/2022 |
| Signator Investors, Inc. | Missoula | MT | 12/2015 | 11/2018 |
| Osaic Wealth, Inc. | Missoula | MT | 11/2018 | Present |
1) HAGEN-MCCULLOCH, LLC. POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 140 START DATE: 01/20/2020 ADDRESS: 11611 Pole Cat Road, Missoula MT 59808, United States DESCRIPTION: Sole member of LLC. securities, advisory and insurance sales. 2) TAURUS WEALTH MANAGEMENT, LLC POSITION: COO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 110 START DATE: 11/27/2012 ADDRESS: 2419 Mullan Road, Suite C, Missoula MT 59808, United States DESCRIPTION: "Sales/marketing of securities, investment advisory and insurance products" 3) TAURUS WEATLH MANAGEMENT, LLC - FIXED INSURANCE POSITION: agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/27/2017 ADDRESS: 2419 Mullan Road, Suite C, Missoula MT 59808, United States DESCRIPTION: sales/marketing of fixed annuities and non variable 4) DALE SCOTT BALDWIN- NOTARY POSITION: sole NATURE: Notary Public not for profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2024 ADDRESS: 2419 Mullan Road, Suite C, Missoula MT 59808, United States DESCRIPTION: provide notary services as needed. no advertising or fees charged.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-15 |
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