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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors | Franklin | TN | 01/2003 | 02/2022 |
| Osaic Wealth, Inc. | Burnsville | MN | 03/2022 | 11/2023 |
| Focus Financial Network Inc. | Burnsville | MN | 02/2022 | 12/2023 |
| Focus Financial, Inc. | Minneapolis | MN | 03/2022 | 12/2023 |
| Securities America, Inc. | Burnsville | MN | 12/2023 | 06/2024 |
| Securities America Advisors | Burnsville | MN | 12/2023 | 06/2024 |
| Osaic Wealth, Inc. | Burnsville | MN | 06/2024 | Present |
1. Diversified Wealth Management - DBA INSURANCE OBA POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/13/2023 ADDRESS: 2422 E 117th St Burnsville MN 55337 DESCRIPTION: Sales and service of non-securities insurance products 2. SOUTHVIEW WEALTH LLC POSITION: Owner NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/26/2026 ADDRESS: 2422 E. 117th St, Burnsville MN 55337, United States DESCRIPTION: Southview Wealth LLC is an S-Corp that I established for my financial planning practice to receive advisory based compensation. I do not market the corporate name at alland do not conduct any other business through the S-Corp (other than my securities business through Diversified Wealth Management and Osaic Wealth, Inc).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-08-24 |
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