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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-01 |
| CO | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
| UT | RA | APPROVED | 2023-09-01 |
| WA | RA | APPROVED | 2023-09-01 |
| WY | RA | APPROVED | 2023-09-01 |
Branch Locations
452 East 500 South, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 10/2005 | 09/2023 |
| Nielsen Financial Services, Inc. | Salt Lake City | UT | 04/1997 | Present |
| Nielsen Financial Services, Inc. | Salt Lake City | UT | 05/2016 | Present |
| Osaic Wealth, Inc. | Salt Lake City | UT | 09/2023 | Present |
1) NFS MCRAE LLC; REAL ESTATE; LIMITED LIABILITY COMPANY; 366 S. 700 E. CENTERVILLE, UT 84014; INVESTMENT RELATED; START DATE 2/24/2011; APPROX HRS MTHLY 3; APPROX SEC HRS 0; MANAGER OF THE LLC. PAY BILLS, BANKING, COLLECT RENT, FILE TAXES AND MAKE DECISIONS ON FINANCES FOR THE LLC. DECISIONS ON REPAIRS AND UPKEEP OF BUILDING. 2) NIELSEN FINANCIAL SERVICES, INC. POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2018 ADDRESS: 452 E 500 S, Salt Lake City UT 84111, United States DESCRIPTION: As one of the owners of Nielsen Financial Services, I provide managerial support including all of the company's financial bookkeeping and processing payroll.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-02-09 |
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