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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-03-05 |
Branch Locations
4570 Churchill St Suite 130, Shoreview, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc. | Minneapolis | MN | 01/2006 | Present |
| Financial Dimensions Group, Inc. | Minneapolis | MN | 01/2006 | 11/2024 |
1. NICOLE WILLIAMS POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/06/2024 ADDRESS: 2531 177th Ave NE, Ham Lake MN 55304, United States DESCRIPTION: Notarize paperwork when needed for the convenience of clients 2. NICOLE WILLIAMS POSITION: Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 01/06/2007 ADDRESS: 4570 Churchill St, Ste 130, Shoreview MN 55126, United States DESCRIPTION: Recommend, run quotes, process applications for insurance when appropriate. 3. NICOLE WILLIAMS POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/06/2024 ADDRESS: 4570 Churchill St, Ste 130, Shoreview MN 55126, United States DESCRIPTION: Notarize paperwork when needed for the convenience of clients 4. TRUE WEALTH PARTNERS LLC POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 125 SECURITIES TRADING HOURS: 120 START DATE: 11/20/2025 ADDRESS: 4570 Churchill St, Ste 130, Shoreview MN 55126, United States DESCRIPTION: Nicole Lyn Williams is President of True Wealth Partners LLC, which is DBA under this activity. I lease office space, have paid employees, and conduct my investment advisory business through this name.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-21 |
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