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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-07 |
| MO | RA | APPROVED | 2022-11-21 |
Branch Locations
2 City Place Dr Suite 30, St. Louis, MO 63141-7096 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sole Proprietor/Independently Contracted Insurance Agent | Saint Charles | MO | 09/2012 | Present |
| Osaic Wealth, Inc. | St. Louis | MO | 03/2014 | Present |
1.SOLE PROPRIETOR. I AM AN INDEPENDENTLY CONTRACTED AGENT WITH UNITED HEALTHCARE. IT IS NOT INVESTMENT RELATED. I MARKET AND SELL MEDICARE SUPPLEMENT INSURANCE POLICIES INCLUDING; MEDIGAP, MEDICARE ADVANTAGE AND PRESCRIPTION DRUG PLANS. MY TITLE IS SALES REPRESENTATIVE. I'VE BEEN WORKING IN THIS CAPACITY SINCE AUGUST OF 2012. I AVERAGE 15 HOURS OF WORK PER MONTH, ABOUT HALF OF WHICH IS DURING TRADING HOURS. 2. HACKMANN ENTERPRISES LLC POSITION: Insurance Representative NATURE: LLC taxed as a Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 08/01/2012 ADDRESS: 483 Staines Ct, Saint Louis MO 63141, United States DESCRIPTION: I AM AN INDEPENDENTLY CONTRACTED AGENT WITH UNITED HEALTHCARE, AETNA, ANTHEM, HUMANA AND ESSENCE HEALTHCARE. IT IS NOT INVESTMENT RELATED. I MARKET AND SELL MEDICARE SUPPLEMENT INSURANCE POLICIES INCLUDING; MEDIGAP, MEDICARE ADVANTAGE AND PRESCRIPTION DRUG PLANS. MY TITLE IS SALES REPRESENTATIVE. I'VE BEEN WORKING IN THIS CAPACITY SINCE AUGUST OF 2012. I AVERAGE 5 HOURS OF WORK PER MONTH, ABOUT HALF OF WHICH IS DURING TRADING HOURS. ALL NEW BUSINESS IS GENERATED THROUGH WORD OF MOUTH/REFERRALS. 3. IMMANUEL LUTHERAN CHURCH POSITION: Member: Board of Elders NATURE: This is a church, non-for profit INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: 9733 Olive Blvd, St. Louis MO 63132, United States DESCRIPTION: Meet with the Board of Elders and Pastoral staff for regular meetings to address challenges and opportunities within the church and day school. 4. OLD CABIN WEALTH MANAGEMENT POSITION: Registered Advisor/Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/14/2014 ADDRESS: 2 CityPlace Drive, Suite 30, St. Louis MO 63141, United States DESCRIPTION: Old Cabin Wealth Managment is the DBA for my securities and advisory business. In addition to my primary business of financial planning & securities related activities, I have my insurance licenses. During the course of my advisory client relationships, I will occasionally help my clients to review and/or implement insurance products as the need arises for them. I assist with the product illustration, review and application process. This primarily consists of Long-Term Care, Life insurance, disability income insurance and fixed annuities, hybrid LTC policies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-01 |
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