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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-05 |
| IN | RA | APPROVED | 2017-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Muncie | IN | 01/2009 | 10/2017 |
| Raymond James Financial Services, Inc. | Muncie | IN | 10/2017 | Present |
| Melissa Osner Counseling Llc | Muncie | IN | 01/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Muncie | IN | 10/2017 | Present |
(1)Name of Business: 700 White River Blvd Address: 700 W White River Blvd, Muncie, IN, 47303-3866, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 12/18/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 01/01/2026 i will become a co-owner at 50% (2)Name of Business: Davis Osner and Associates Inc Address: 700 W White River Blvd, Muncie, IN, 47303-3866, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 05/22/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the leader of the organization. It is a support company for the purchase of another practices. (3)Name of Business: Foote Hansan Davis Inc Address: 700 W White River Blvd, Muncie, IN, 47303, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/07/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner (4)Name of Business: HIS German Autoparts Address: 7610 N. Meadowview Lane , Muncie, IN, 47303, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 01/15/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of business. (5)Name of Business: HIS Property Management Address: 7610 N Meadowview Lane, Muncie, IN, 47303, United States Activity Type: Rental Real Estate Position/Title: Officer - CEO Investment Related: Yes Start Date: 08/02/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own the llc. I am buying a warehouse to be owned separately for HIS German Autoparts. (6)Name of Business: Osner Rental Properties LLC Address: 7610 N Meadowveiw Lane, Muncie, IN, 47303, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 01/15/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am currently a 50% owner with my wife. I will become 33.5% with my brother 33.5% and my sister and her husband sharing 33%. (7)Name of Business: White River Wealth Advisors Address: 700 W White River Blvd, Muncie, IN, 47303, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/04/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-12 |
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