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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-10 |
| OH | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corp | Minneapolis | MN | 08/2002 | 02/2019 |
| Questar Asset Management | Minneapolis | MN | 01/2005 | 02/2019 |
| Securities America, Inc. | Millersport | OH | 02/2019 | 06/2024 |
| Securities America Advisors | Millersport | OH | 02/2019 | 06/2024 |
| Osaic Wealth, Inc. | Millersport | OH | 06/2024 | Present |
***Securities America Advisors Position: Investment Advisor Rep Nature: Investment Advisor Rep under SAA Investment Related: Yes Hours: 160 Securities Trading Hours: 160 Start Date: 02/01/2019 Address: 12460 Lancaster St., PO BOX 366, Millersport OH 43046 ***Notary Position: Notary Nature: Notary Public Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 08/18/2006 Address: 12460 Lancaster St., PO BOX 366, Millersport OH 43046 ***Insurance Sales Position: Owner Nature: Insurance Sales Investment Related: Yes Hours: 8 Securities Trading Hours: 8 Start Date: 08/01/2002 Address: 12460 Lancaster St., PO BOX 366, Millersport OH 43046
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-10 |
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