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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-06-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Futurity First Insurance Group | Middletown | CT | 08/2008 | 06/2018 |
| Proequities, Inc | Middletown | CT | 09/2011 | 03/2018 |
| Securities America Inc. | Middletown | CT | 06/2018 | 06/2024 |
| Securities America Advisors | Middletown | CT | 06/2018 | 06/2024 |
| Osaic Wealth, Inc. | Omaha | NE | 06/2024 | Present |
| Osaic Wealth, Inc. | Omaha | NE | 06/2024 | Present |
1. DBA :FUTURITY FIRST INSURANCE GROUP 2. SECURITIES AMERICA ADVISORS POSITION: Registered Office Assistant NATURE: Securities America Advisors INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 05/11/2018 ADDRESS: 12325 Port Grace Blvd, La Vista NE 68138, United States DESCRIPTION: Holding advisory licenses with Securities America Advisors 3. FUTURITY FIRST INSURANCE GROUP POSITION: Sales Support/Partner NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1200 SECURITIES TRADING HOURS: 1200 START DATE: 10/01/2008 ADDRESS: 101 Centerpoint Dr, Middletown CT 06457, United States DESCRIPTION: I am a marketer focusing on fixed and fixed indexed annuities 4. 1099 CONTRACTOR - BASKETBALL REFEREE POSITION: Basketball Referee NATURE: Independent Contractor INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/09/2025 ADDRESS: 31 Deer Path, Newington CT 06111, United States DESCRIPTION: Referee basketball games
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-22 |
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