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Jeremy Richard Girard

Osaic Wealth, Inc.

Lavista, NE

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-06-14
  • WI RA
    APPROVED
    Since 2024-06-14

Branch Locations

12325 Port Grace Blvd, Lavista, NE 68128 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Investment Services, Llc Appleton WI 08/2012 03/2017
Debra Blevons Appleton WI 08/2012 03/2017
Sii Investments Appleton WI 03/2017 02/2018
Securities America, Inc. Menasha WI 08/2018 06/2024
Securities America Advisors Menasha WI 08/2018 06/2024
Unemployed Appleton WI 02/2018 08/2018
Osaic Wealth, Inc. Jersey City NJ 06/2024 Present
  • 08/2012 → 03/2017
    Appleton, WI
  • 08/2012 → 03/2017
    Debra Blevons
    Appleton, WI
  • 03/2017 → 02/2018
    Sii Investments
    Appleton, WI
  • 08/2018 → 06/2024
    Securities America, Inc.
    Menasha, WI
  • 08/2018 → 06/2024
    Securities America Advisors
    Menasha, WI
  • 02/2018 → 08/2018
    Unemployed
    Appleton, WI
  • 06/2024 → Present
    Jersey City, NJ
Previous Registrations
  • 2018-08-27 → 2024-06-14
    Securities America Advisors, Inc.
    Appleton, WI
    Menasha, WI
  • 2017-04-05 → 2018-02-20
    Sii Investments, Inc.
    Appleton, WI
  • 2017-04-05 → 2018-02-20
    Investment Centers Of America, Inc.
    Appleton, WI
  • 2012-09-05 → 2017-03-31
    Appleton, WI
Other Businesses

1. NSGC - GREENS & GROUNDS COMMITTEE POSITION: Committee member NATURE: North Shore Golf Club - Greens & Grounds Committee Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: N8421 North Shore West Rd, Menasha WI 54952 DESCRIPTION: Receive status updates and participate in discussions regarding projects and course updates as needed.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-30
S63 Uniform Securities Agent State Law Examination 2003-03-07
  • S66 Uniform Combined State Law Examination
    2012-08-30
  • S63 Uniform Securities Agent State Law Examination
    2003-03-07
Other Names
  • Jeremy Richard Girard
  • Jeremy R Girard

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