Best Investors Account Sign in

Jason Curtis Wise

Osaic Wealth, Inc.

Billings, MT

Claim This Profile
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-05
MT RA APPROVED 2022-04-06
  • TX RA
    APPROVED_RES
    Since 2024-09-05
  • MT RA
    APPROVED
    Since 2022-04-06

Branch Locations

490 North 31 St Street Suite 217, Billings, MT 59101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Financial Equity Corporation Billings MT 01/2011 04/2022
Royal Alliance Associates, Inc. Billings MT 04/2022 Present
  • 01/2011 → 04/2022
    First Financial Equity Corporation
    Billings, MT
  • 04/2022 → Present
    Royal Alliance Associates, Inc.
    Billings, MT
Previous Registrations
  • 2011-01-10 → 2022-05-03
    Ffec Wealth Partners Llc
    Billings, MT
    Scottsdale, AZ
    Scottsdale, AZ
  • 2001-06-15 → 2011-01-13
    Billings, MT
    Billings, MT
Other Businesses

1. RIDGELINE WEALTH PARTNERS LLC POSITION: Principal/EVP-Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/05/2022 ADDRESS: 490 N. 31st Street, Suite 217, Billings MT 59101, United States DESCRIPTION: member of LLC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-04-11
  • S66 Uniform Combined State Law Examination
    2001-04-11

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Billings, MT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor