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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-25 |
| IL | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
| WI | RA | APPROVED | 2024-06-14 |
Branch Locations
N16W23233 Stone Ridge Drive Suite 150, Waukesha, WI 53188 • United States
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 |
|---|---|---|---|---|
| Securities Service Network | Brookfield | WI | 09/2012 | 09/2020 |
| Ssn Advisory, Inc | Brookfield | WI | 09/2012 | 09/2020 |
| Z Enterprises Ltd, Dba Focused Tax Solutions | Brookefield | WI | 11/2002 | Present |
| Securities America, Inc. | Knoxville | TN | 09/2020 | 06/2024 |
| Securities America Advisors, Inc. | Brookfield | WI | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | Waukesha | WI | 06/2024 | Present |
1. FOCUSED TAX SOLUTIONS. LLC POSITION: Owner NATURE: Tax Preparation & Tax Planning INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 05/25/2010 ADDRESS: N16W23233 Stone Ridge Dr, Waukesha WI 53188, United States DESCRIPTION: Owner, Tax Preparation and Tax Planning 2. CHOICE ADVISORS, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/27/2009 ADDRESS: N16W23233 Stone Ridge Dr, Suite 150, Waukesha WI 53188, United States DESCRIPTION: Sales of fixed insurance products. Health/Life/LTC/ Disability/ Funeral Trusts. 3. Z ENTERPRISES, LTD Owner -Personal S-Corp for Staffing, payroll and admin expenses #HRS: 5 -5/26/1999 -N16W23233 STONE RIDGE DRIVE STE 150 WAUKESHA, WI, 53188 -Personal S-Corp for Staffing, payroll and admin expenses 4. OSAIC WEALTH, INC. POSITION: Investment Advisory Representative NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/18/2020 ADDRESS: N16W23233 STONE RIDGE DRIVE STE 150 WAUKESHA, WI, 53188 DESCRIPTION: Advisory Services 5. TRUCHOICE FINANCIAL GROUP POSITION: Agent NATURE: Fixed Insurance sales thru TruChoice Financial Group IMO INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2024 ADDRESS: 400 Highway 169 South, Suite 200, Minneapolis MN 55426 DESCRIPTION: Fixed Insurance Sales 6.CHOICE ADVISORS, LLC POSITION: Owner/President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/27/2009 ADDRESS: N16W23233 Stone Ridge Dr, Suite 150, Waukesha WI 53188, United States DESCRIPTION: Choice Advisors, LLC is the OBA & DBA of my Financial Practice. As a DBA, my financial and advisory services are exclusively from my Osaic relationship. 7. ROBERT ZYZO, INSURANCE AGENT POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/27/2009 ADDRESS: N16W23233 Stone Ridge Dr, Suite 150, Waukesha WI 53188, United States DESCRIPTION: Sales of fixed insurance products. Health/Life/LTC/ Disability/ Funeral Trusts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-12 |
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