Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

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

Branch Locations

W St Paul, MN • United States

4501 Minnetonka Blvd Suite 200, St Louis Park, MN 55416-4091 • 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
Securities America, Inc. St Louis Park MN 02/2008 06/2024
Securities America Advisors, Inc St Louis Park MN 02/2008 06/2024
Diversified Wealth Management St. Louis Park MN 02/2008 Present
Cargill Hopkins MN 02/2008 08/2023
Osaic Wealth, Inc. St Louis Park MN 06/2024 Present
Osaic Wealth, Inc. St Louis Park MN 06/2024 Present
Marex St Louis Park MN 02/2024 Present
  • 02/2008 → 06/2024
    Securities America, Inc.
    St Louis Park, MN
  • 02/2008 → 06/2024
    Securities America Advisors, Inc
    St Louis Park, MN
  • 02/2008 → Present
    Diversified Wealth Management
    St. Louis Park, MN
  • 02/2008 → 08/2023
    Cargill
    Hopkins, MN
  • 06/2024 → Present
    St Louis Park, MN
  • 06/2024 → Present
    St Louis Park, MN
  • 02/2024 → Present
    Marex
    St Louis Park, MN
Previous Registrations
  • 2013-11-12 → 2024-06-14
    Securities America Advisors, Inc.
    St Louis Park, MN
  • 2009-07-16 → 2012-12-31
    Securities America Advisors, Inc.
    St. Louis Park, MN
  • 2006-01-13 → 2008-02-27
    Minneapolis, MN
  • 2003-07-15 → 2006-02-06
    Minneapolis, MN
Other Businesses

1. CHIP'S PICKLEBALL CLUB POSITION: Coach NATURE: Pickleball coach INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2024 ADDRESS: 980 Discovery Road, Eagan MN 55121, United States DESCRIPTION: I coach members of the club. 2. POWER OF ATTORNEY - DALE JOHANSON POSITION: POA NATURE: I have a POA for my father, Dale Johanson INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/25/2024 ADDRESS: 1750 Delaware Avenue, West Saint Paul MN 55118, United States DESCRIPTION: Act as POA for Dale Johanson (my father).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-12
  • S66 Uniform Combined State Law Examination
    2003-06-12

View on SEC IAPD

More in W St Paul, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor