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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-01 |
| WI | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aig American General Life Insurance Company | Mondovi | WI | 08/2004 | Present |
| American General Securities Incorporated | Mondovi | WI | 09/2004 | Present |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Mondovi | WI | 09/2023 | Present |
1) MUSTARD SEED PROPERTIES LLC; POSITION: PARTNERSHIP OWNER; NATURE: LLC; INVESTMENT RELATED: NO; NUMBER OF HOURS: 2; SECURITIES TRADING HOURS: 2; START DATE: 04/26/2014; ADDRESS: 610 JEFFERSON ST, MONDOVI WI 54755; DESCRIPTION: THIS IS THE LLC WE FORMED WHEN MY HUSBAND AND I PURCHASED A BUILDING IN TOWN, WHICH I WILL RENT BACK FROM. IT ALSO HAS TWO OTHER BUSINESS RENTALS AND TWO RESIDENTIAL RENTALS FROM WHICH WE WILL BE COLLECTING MONTHLY RENT. 2) MUSTARD SEED PROPERTIES, LLC POSITION: Partnership Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/26/2014 ADDRESS: S581 Gilman Valley Road, Mondovi WI 54755, United States DESCRIPTION: This is the LLC we formed when my husband and I purchased a building in town, which I will rent back from. It also has two other business rentals and one other residential rental from which we will be collecting monthly rent. 3. ALI RUD FINANCIAL SERVICES, LLC POSITION: Member NATURE: LLC taxed as an S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 12/31/2013 ADDRESS: 104 W Main St., Mondovi WI 54755, United States DESCRIPTION: Sale of fixed life insurance and health insurance. I use this bank account, Ali Rud Financial Services, for payroll and tax purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-10 |
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