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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-13
TX RA APPROVED 2025-10-21
WY RA APPROVED 2025-04-09
NE RA APPROVED 2015-05-29
  • FL RA
    APPROVED
    Since 2026-08-13
  • TX RA
    APPROVED
    Since 2025-10-21
  • WY RA
    APPROVED
    Since 2025-04-09
  • NE RA
    APPROVED
    Since 2015-05-29

Branch Locations

312 Whitney Lane Suite 2, Sheridan, WY 82801 • United States

Bradenton, FL • 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
Financial Dimensions Group, Inc. Sheridan WY 06/2012 11/2024
Osaic Wealth, Inc. Sheridan WY 03/2012 Present
  • 06/2012 → 11/2024
    Financial Dimensions Group, Inc.
    Sheridan, WY
  • 03/2012 → Present
    Sheridan, WY
Previous Registrations
  • 2013-01-03 → 2024-11-01
    Financial Dimensions Group, Inc.
    Sheridan, WY
    Sheridan, WY
    Arden Hills, MN
Other Businesses

1. VELOCITY GROWTH COMPANIES POSITION: No active position within the company; I am a debt lender to this company through a master promissory note. NATURE: This business is established as an LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/08/2023 ADDRESS: 2901 Sillect Ave., Bakersfield CA 93301, United States DESCRIPTION: Please see above. I have no active duties or association with this company. I am simply a debt lender for the company for further expansion purposes. 2. YMCA-FINANCE COMMITTEE POSITION: member of the finance committee NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 417 N Jefferson St., Sheridan WY 82801, United States DESCRIPTION: Active member of the finance committee of this local YMCA; not even on the board of directors 3. ELIASON FINANCIAL LLC POSITION: member NATURE: Limited Liability Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2024 ADDRESS: 312 Whitney Lane, Suite 2, Sheridan WY 82801, United States DESCRIPTION: Manage high-level administrative duties

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-05-23
  • S66 Uniform Combined State Law Examination
    2012-05-23

View on SEC IAPD

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