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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Hays | KS | 02/2015 | 01/2024 |
| Efficiently Simple Llc | Hays | KS | 01/2024 | Present |
| Osaic Wealth Inc | Great Bend | KS | 02/2024 | Present |
EFFICIENTLY SIMPLE LLC POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2024 ADDRESS: 4116 Kings Gate Dr, Hays KS 67601, United States DESCRIPTION: Offer Admin Servies for a few other sole props. For example monitoring email, following up on their business transactions, record keeping, tech support, setting up and maintaining office organization, mobile notary services, booking travel arrangements.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-22 |
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