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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2019-07-10 |
| WI | RA | APPROVED | 2018-11-02 |
Branch Locations
19265 W. Capitol Drive Suite 200, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jhfn Sii | Southfield | MI | 01/2011 | 11/2018 |
| Osaic Wealth, Inc. | Brookfield | WI | 11/2018 | Present |
MK FINANCIAL GROUP, INC. - FIXED INSURANCE POSITION: Agent NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 28 START DATE: 01/21/2011 ADDRESS: 19265 W. Capitol Dr., Suite 200, Brookfield WI 53045, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-07-03 |
| S65 | Uniform Investment Adviser Law Examination | 2008-07-01 |
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