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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-03 |
| KY | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Life Associates | Benton | KY | 04/2001 | Present |
| Osaic Wealth, Inc. | Benton | KY | 01/2024 | Present |
1. THE LIFE ASSOCIATES, INC. POSITION: President NATURE: The Life Associates, Inc. is an S Corp. already in existence and known by Osaic. What is changing is that we are selling the property and casualty book of business and will not be actively selling these products. Deborah Blankenship will retain her P&C license but has agreed not to sell P&C. The buyer will be renting space in our office building. The sale of the book of business is owner financed and so that is why Deb is retaining her license. In the event of default on the loan the book will come back to her. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 08/10/2017 ADDRESS: 908 Poplar Str., Benton KY 42025, United States DESCRIPTION: The 8 hours a month represents the amount of time allocated to the S corp and other health and life business, long term care, dental vision, disability -- both employer and individual.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-09-11 |
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