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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | West Bend | WI | 06/2011 | 12/2016 |
| Sii Investments | West Bend | WI | 01/2017 | 11/2017 |
| Woodbury Financial Services Inc | West Bend | WI | 11/2017 | 01/2024 |
| Osaic Wealth, Inc. | West Bend | WI | 01/2024 | Present |
1. MOORE FINANCIAL SERVICES, LLC POSITION: Owner NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2017 ADDRESS: 819 S Main Street, West Bend WI 53095, United States DESCRIPTION: LLC set up for tax purposes 2. ELK FINANCIAL SERVICES LLC POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 01/01/2017 ADDRESS: 819 S Main Street, West Bend WI 53095, United States DESCRIPTION: Sales and service of fixed insurance and health insurance 3. TENACITY ADVISORY GROUP, INC POSITION: Affiliated Advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 2700 Vernon Drive, Green Bay WI 54304, United States DESCRIPTION: Share Best Practices
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-08 |
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