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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Nevada | IA | 03/2013 | 05/2021 |
| Skinner & Associates, Inc. | Nevada | IA | 04/2012 | Present |
| Avantax Insurance Agency, Inc. | Nevada | IA | 04/2016 | 05/2021 |
| Avantax Advisory Services | Nevada | IA | 07/2019 | 05/2021 |
| Securities America, Inc. | Nevada | IA | 05/2021 | 06/2024 |
| Securities America Advisors | Nevada | IA | 05/2021 | 06/2024 |
| Osaic Wealth, Inc. | Nevada | IA | 06/2024 | Present |
| Osaic Wealth, Inc. | Nevada | IA | 06/2024 | Present |
1) INSURANCE POSITION: AGENT NATURE: INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 05/28/2021 ADDRESS: 1400 FAWCETT PARKWAY STE B, PO BOX 496, NEVADA IA 50201 DESCRIPTION: INSURANCE 2) SKINNER & ASSOCIATES, INC. POSITION: ACCOUNTING NATURE: ENROLLED AGENT INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 04/01/2012 ADDRESS: 1400 FAWCETT PARKWAY STE, PO BOX 496, NEVADA IA 50201 DESCRIPTION: TAX PREP AND BOOKKEEPINGJOURNALIZING CLIENTS RECORDSTAX PLANNING 3) DBA - Blackearth Wealth Management 4) NEVADA IOWA ROTARY POSITION: Secretary NATURE: Volunteer service club INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2022 ADDRESS: PO Box 241, Nevada IA 50201 DESCRIPTION: Secretary for the local Rotary Club. 5) EMMI MILLER POSITION: Notary NATURE: sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2018 ADDRESS: 1400 Fawcett Parkway Ste B, PO Box 496, Nevada IA 50201, United States DESCRIPTION: I am a Notary in the state of Iowa.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-09 |
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