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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-08 |
| IN | RA | APPROVED | 2025-02-04 |
Branch Locations
1710 N Main Street Suite B, Auburn, IN 46706 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2007 | 07/2018 |
| Lpl Financial | Auburn | IN | 07/2018 | 02/2025 |
| Osaic Wealth, Inc. | Auburn | IN | 02/2025 | Present |
1) YMCA OF DEKALB COUNTY, INDIANA POSITION: Board member; member of finance committee NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2009 ADDRESS: 533 North Street, Auburn IN 46706, United States DESCRIPTION: Board member, finance committee member. Review monthly P&L statements, balance sheets, annual budgets. 2) INSURANCE SALES POSITION: Wealth Advisor NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/16/2018 ADDRESS: 1710 N. Main Street, Suite B, Auburn IN 46706, United States DESCRIPTION: Wealth Advisor 3) EVER WEALTH POSITION: Wealth Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/03/2025 ADDRESS: 1710 N. Main Street, Suite B, Auburn IN 46706, United States DESCRIPTION: Wealth Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-04 |
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