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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2024-06-14 |
Branch Locations
419 Riverwood Dr Ste 102, Bismarck, ND 58504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Bismarck | ND | 05/2011 | 06/2024 |
| Securities America Advisors | Bismarck | ND | 05/2011 | 06/2024 |
| Osaic Wealth, Inc. | Bismarck | ND | 06/2024 | Present |
| Osaic Wealth, Inc. | Bismarck | ND | 06/2024 | Present |
1. SECURITIES AMERICA ADVISORS, INC. INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 05/2011 - LOCATED AT 419 RIVERWOOD DR STE 102, BISMARCK ND 58504 2. INSURANCE POSITION: the guy NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/01/1998 ADDRESS: 419 Riverwood Drive, Suite 102, Bismarck ND 58504 DESCRIPTION: Sale of insurance products. 3. BISMARCK FINANCIAL GROUP, LLC POSITION: President NATURE: LLC, Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/23/2009 ADDRESS: 4149 Riverwood Drive, Suite 102, BISMARCK ND 58504, United States DESCRIPTION: Lease office space and pay bills for multiple Osaic advisors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-08 |
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