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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fervida Financial Strategies Llc | Elkhart | IN | 08/2012 | Present |
| Taylor'D Lawn Care | Goshen | IN | 01/1999 | 12/2019 |
| Fixed Insurance Products | Elkhart | IN | 08/2012 | Present |
| Signator Investors, Inc. | Greenville | OH | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | Elkhart | IN | 11/2018 | Present |
1. FERVIDA FINANCIAL STRATEGIES, LLC - INSURANCE BROKER POSITION: Insurance Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 25 START DATE: 08/31/2012 ADDRESS: 24005 US Highway 33, Elkhart IN 46517 DESCRIPTION: Sales and marketing of insurance products. 2. FERVIDA FINANCIAL STRATEGIES, LLC POSITION: Investment Advisor Representative / W2 Employee NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2012 ADDRESS: 24005 US Highway 33, Elkhart IN 46517 DESCRIPTION: Sales & marketing for securities, investment advisory services, and insurance products. W2 Employee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-01 |
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