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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Managment Corp | Salt Lake City | UT | 01/2001 | 10/2018 |
| Broker Dealer Financial Services Corp. | Pocatelll | UT | 01/2004 | 10/2018 |
| Cambridge Investment Research, Inc. | Pocatello | ID | 10/2018 | 07/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2018 | 07/2020 |
| Cantella & Co., Inc. | Malden | MA | 08/2020 | 10/2022 |
| Osaic Wealth, Inc. | Blackfoot | ID | 10/2022 | Present |
1) INVESTMENT PLANNING GROUP- DBA. FINANCIAL PROFESSIONAL. THIS DBA IS USED FOR SECURITIES BUSINESS DONE THROUGH CANTELLA. ABOUT 160 HOURS A MONTH ARE DEVOTED TO THIS, ALL DURING TRADING HOURS. START DATE: 12/2/2020 2) INSURANCE BROKERAGE- DBA: INVESTMENT PLANNING GROUP POSITION: Agent NATURE: Sole Proprietorship & Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/15/2022 ADDRESS: 298 West Bridge Street, Blackfoot ID 83221, United States DESCRIPTION: Life, Health and Annuity sales and service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-25 |
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