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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-06-14 |
Branch Locations
605 North Shore Drive Suite 104, Jeffersonville, IN 47130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc | Norcross | GA | 01/2009 | 09/2016 |
| Securities America, Inc. | Jeffersonville | IN | 09/2016 | 06/2024 |
| Securities America Advisors | Jeffersonville | IN | 09/2016 | 06/2024 |
| Osaic Wealth, Inc. | Jeffersonville | IN | 06/2024 | Present |
1. Kristina English POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2016 ADDRESS: 605 North Shore Drive, Ste 104, Jeffersonville IN 47130, United States DESCRIPTION: sell insurance products such as health, life, and Medicare supplements 2) IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2026 ADDRESS: 605 N Shore Dr Ste 104, Jeffersonville IN 47130, United States DESCRIPTION: marketing name for 3. POA FOR BROTHER POSITION: POA NATURE: Individual person acting as a power of attorney INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/13/2025 ADDRESS: 3922 Lotus Loop, Jeffersonville IN 47130, United States DESCRIPTION: Acting as power of attorney for my brother and making all personal, medical, and financial decisions for him since he is personally unable to act on his own.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-16 |
| S66 | Uniform Combined State Law Examination | 2004-07-23 |
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