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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Fargo | ND | 09/2015 | 06/2024 |
| Securities America Advisors | Fargo | ND | 09/2015 | 06/2024 |
| Osaic Wealth, Inc. | Fargo | ND | 06/2024 | Present |
1) BRAD NOVAK POSITION: Agent NATURE: 2) INSURANCE SALES - AGENT - INVESTMENT RELATED: YES - ADDRESS: 3223 32ND AVE S, SUITE 202, FARGO ND 58103 INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 3 START DATE: 10/01/2015 ADDRESS: 3223 32nd Ave S, Suite 202, Fargo ND 58103 DESCRIPTION: Provide life insurance, fixed annuity and long term care insurance solutions. 2) NOVAK FINANCIAL INC. POSITION: Advisor NATURE: SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR - INVESTMENT RELATED: YES - ADDRESS: 3223 32ND AVE S STE 202, FARGO ND 58103 INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 3 START DATE: 10/01/2015 ADDRESS: 3223 32nd Ave S, Suite 202, FARGO ND 58103 DESCRIPTION: Provide financial advisory services. 3) NOVAK FINANCIAL INC. POSITION: President NATURE: Tax Entity INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2015 ADDRESS: 3223 32nd Ave S, Suite 202, FARGO ND 58103, United States DESCRIPTION: Tax entity for income and expenses. 4) ARDIS BRANDL, MOTHER POSITION: POA NATURE: I am disclosing that I am the POA and a beneficiary for my mother's investment accounts through NFS. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 3223 32nd Ave S, Suite 202, 3223 32nd Ave S, Suite 202, Fargo ND 58103, United States DESCRIPTION: no current duties are active as the POA. annual review of investment accounts as the advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-25 |
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