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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| MN | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
539 Bielenberg Drive Suite 210, Woodbury, MN 55125 • 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 |
|---|---|---|---|---|
| U.S. Navy (Hsl-40) | Mayport | FL | 12/1988 | Present |
| Fortis Investors, Inc. | Roseville | MN | 01/1997 | Present |
| Osaic Wealth, Inc. | Woodbury | MN | 01/2024 | Present |
1) AARON TITZE LLC POSITION: Sole Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2017 ADDRESS: 539 Bielenberg Dr., Suite 210, Woodbury MN 55125, United States DESCRIPTION: Administrative LLC- no business operations 2) GT FINANCIAL ADVISORS, LLC POSITION: Co-Owner NATURE: 1) GT FINANCIAL ADVISORS, LLC; NONINV RELATED; 539 BIELENBERG DR #210 WOODBURY,MN 55125; INVESTMENT RELATED BUSINESS THAT PROVIDES FIXED ANNUITIES AND LIFE INSURANCE; PARTNER/OWNER; 03/24/2011; 8HR/MON; 8HR/MON; OFFICER INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 03/24/2011 ADDRESS: 539 Bielenberg Dr., Suite 210, Woodbury MN 55125, United States DESCRIPTION: Financial Planner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-04 |
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