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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
2390 W Nordale Drive Suite B, Appleton, WI 54914 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Appleton | WI | 10/1996 | 05/2023 |
| Pfs Investments Inc | Appleton | WI | 10/1996 | 05/2023 |
| Woodbury Financial Services Inc | Appleton | WI | 05/2023 | 01/2024 |
| Osaic Wealth, Inc. | Appleton | WI | 01/2024 | Present |
1. EVERTS FINANCIAL POSITION: Financial Professional NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 180 START DATE: 05/12/2023 ADDRESS: 2390 W Nordale Drive, Unit B, Appleton WI 54914, United States DESCRIPTION: Securities Business 2. NOTARY POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2015 ADDRESS: 2390 W Nordale Drive, Unit B, Appleton WI 54914, United States DESCRIPTION: Act as a notary.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-06 |
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