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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-07 |
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