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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Denver | CO | 03/2016 | 01/2025 |
| Osaic Wealth, Inc. | Denver | CO | 01/2025 | Present |
1.NEXT GENERATION WEALTH SYSTEMS POSITION: Employee NATURE: This is the business that my payroll comes from. It is owned by the advisor I work for, Stephanie L Jordan (1HLC). INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2021 ADDRESS: 7979 E Tufts Ave, STE 1575, Denver CO 80237, United States DESCRIPTION: I am an employee of Next Generation Wealth Systems, which is a company owned by the advisor I work for, Stephanie L Jordan. We were informed at the last audit that per Osaic requirements, I need to indicate that my pay comes from this business as an Outside Business Activity. This is the securities business I work for and it is the ONLY employment I have. There are times I have received a bonus at the end of the year based on profit for the business. Described as "The firm has the discretion to bonus profitsharing dollars into the 401k retirement plan for all employee participants." in my employee compensation package.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-23 |
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