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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
1905 Wayzata Blvd Ste 250, Wayzata, MN 55391 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Edina | MN | 03/2008 | 09/2023 |
| City National Bank | Edina | MN | 08/2019 | 09/2023 |
| Securities America, Inc. | Wayzata | MN | 09/2023 | 06/2024 |
| Securities America Advisors | Wayzata | MN | 09/2023 | 06/2024 |
| Osaic Wealth, Inc. | Wayzata | MN | 06/2024 | Present |
| Osaic Wealth, Inc. | Wayzata | MN | 06/2024 | Present |
DBA - STONEBRIDGE ADVISORS SAA POSITION: Advisory NATURE: Advisory SAA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 08/18/2023 ADDRESS: 12325 Port Grace Blvd, La Vista NE 68128 DESCRIPTION: Service new and existing advisory clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-26 |
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