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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-04-09 |
| TX | RA | APPROVED | 2024-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bentonville | AR | 08/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Bentonville | AR | 03/2020 | 04/2024 |
| Osaic Wealth, Inc. | Rogers | AR | 04/2024 | Present |
LIFEPOINTE FINANCIAL PLANNING POSITION: Investment advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/09/2024 ADDRESS: 802 N 20th Place, Rogers AR 72756, United States DESCRIPTION: Insurance sales and service for various carriers. INFLUENCERS GLOBAL MINISTRIES POSITION: Board Member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/09/2017 ADDRESS: 1003 14th Street, Suite 5, Bentonville AR 72712, United States DESCRIPTION: Steward ministry business opportunities for growth in the use of the Journey process and most business functions of the ministry. WELTON PROFESSIONAL SERVICES, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/11/2013 ADDRESS: 4610 W Canopy Meadows Dr, Rogers AR 72758, United States DESCRIPTION: LLC to use for financial services, business expenses and payroll taxes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-11 |
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