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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-02 |
| FL | RA | APPROVED | 2023-11-03 |
| OH | RA | APPROVED | 2023-11-03 |
Branch Locations
300 West Wilson Bridge Road Suite 320, Worthington, OH 43085 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corp | Atlanta | GA | 08/2016 | 11/2023 |
| Osaic Wealth, Inc. | Worthington | OH | 11/2023 | Present |
1. VORISEK POSITION: partner/agent NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/05/2016 ADDRESS: 300 WEST WILSON BRIDGE ROAD, SUITE 320 - A, WORTHINGTON OH 43085 DESCRIPTION: offer insurance products 2. PLANNER TWO LLC POSITION: President NATURE: Single Member LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2024 ADDRESS: 300 W Wilson Bridge Rd Suite 320, Worthington OH 43085, United States DESCRIPTION: Help administer payroll, office lease, and various other operational duties 3. GUARDIANSHIP FOR MATT LOVEGROVE POSITION: Guardian NATURE: Guardianship for my Dad, Matt Lovegrove INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 06/17/2024 ADDRESS: 300 W Wilson Bridge, Suite 320, Worthington OH 43085, United States DESCRIPTION: monitor his cash flow, pay bills, monitor portfolio 4.VORISEK FINANCIAL CORPORATION POSITION: Partner/Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/05/2016 ADDRESS: 300 West Wilson Bridge Road, Suite 3210, Worthington OH 43085, United States DESCRIPTION: DBA name for securities, insurance and advisory business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-10 |
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