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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-06-14 |
| OH | RA | APPROVED | 2024-06-14 |
Branch Locations
312 Walnut St. Suite 1600, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Cincinnati | OH | 01/2009 | 06/2024 |
| Securities America Advisors, Inc. | Lavista | NE | 01/2009 | 06/2024 |
| Osaic Wealth, Inc. | Cincinnati | OH | 06/2024 | Present |
1. BRECEK & YOUNG FINANCIAL SERVICES POSITION: Insurance sales NATURE: LIFE INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 02/2002 - LOCATED AT 312 WALNUT ST STE 1600, CINCINNATI, OH 45202 - 10% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 02/01/2002 ADDRESS: 312 Walnut Street, #1600, Cincinnati OH 45202, United States DESCRIPTION: reviewing client financial portfolios to determine where insurance protections are needed. presenting insurance recommendations where needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-26 |
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