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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-18 |
| CA | RA | APPROVED | 2024-06-14 |
| MN | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
4501 Minnetonka Blvd Suite 200, St Louis Park, MN 55416-4091 • United States
Palm Springs, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Minneapolis | MN | 06/2011 | 06/2024 |
| Securities America Advisors, Inc. | Mendota Heights | MN | 06/2011 | 06/2024 |
| Osaic Wealth, Inc. | Palm Springs | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Palm Springs | CA | 06/2024 | Present |
1. LAWES FINANCIAL SERVICES POSITION: Owner NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/30/2021 ADDRESS: 4501 Minnetonka Blvd, Minneapolis MN 55416, United States DESCRIPTION: Bank Account to receive advisory compensation. Income and Expenses go through this organization. 2. INSURANCE SALES POSITION: Agent NATURE: INSURANCE SALES 5 % of TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 07/01/2011 ADDRESS: 4501 Minnetonka Blvd, Minneapolis MN 55416, United States DESCRIPTION: Life/DI/LTC/Fixed Annuities/Indexed Annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-08 |
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