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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-11 |
| NE | RA | APPROVED | 2026-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Life Insurance Company | Newport Beach | CA | 02/2004 | 04/2019 |
| Orion Portfolio Solutions, Llc | Omaha | NE | 06/2019 | 05/2022 |
| Brinker Capital Securities, Llc | Berwyn | PA | 11/2021 | 05/2022 |
| Unemployed | Omaha | NE | 04/2019 | 06/2019 |
| Assetmark Brokerage, Llc | Omaha | NE | 05/2022 | 02/2026 |
| Assetmark Financial Holdings, Inc. | Omaha | NE | 05/2022 | 02/2026 |
| Osaic Wealth Inc | Omaha | NE | 02/2026 | Present |
1. MONARCH FINANCIAL GROUP, INC. POSITION: Financial Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/01/2026 ADDRESS: 10040 Regency Circle, Suite 340, Omaha NE 68114, United States DESCRIPTION: I will be offering life insurance products in the course of our financial planning solutions for clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-02 |
| S65 | Uniform Investment Adviser Law Examination | 2019-08-16 |
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