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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ica | Glendive | MT | 02/2001 | 08/2017 |
| Securities America, Inc. | Miles City | MT | 07/2019 | 06/2024 |
| Securities America Advisors, Inc. | Miles City | MT | 07/2019 | 06/2024 |
| Homemaker | Miles City | MT | 08/2017 | 07/2019 |
| Osaic Wealth, Inc. | Miles City | MT | 06/2024 | Present |
| Osaic Wealth, Inc. | Miles City | MT | 06/2024 | Present |
Advisory SAA Position: employee Nature: Advisory SAA Investment Related: Yes Hours: 80 Securities Trading Hours: 0 Start Date: 01/31/2019 Address: 2404 Main St, Miles City MT 59301 MILES COMMUNITY COLLEGE POSITION: Head Women's volleyball coach NATURE: Miles Community College Volleyball INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 11/21/2022 ADDRESS: 2715 Dickinson Street, Miles City MT 59301 DESCRIPTION: Head Women's Volleyball Coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-28 |
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