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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-06-18 |
| NV | RA | APPROVED | 2025-04-11 |
| AR | RA | APPROVED | 2023-11-03 |
| CA | RA | APPROVED | 2023-11-03 |
| CO | RA | APPROVED | 2023-11-03 |
| FL | RA | APPROVED | 2023-11-03 |
| GA | RA | APPROVED | 2023-11-03 |
| ID | RA | APPROVED | 2023-11-03 |
| IN | RA | APPROVED | 2023-11-03 |
| NM | RA | APPROVED | 2023-11-03 |
| OR | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED_RES | 2023-11-03 |
| WA | RA | APPROVED | 2023-11-03 |
Branch Locations
19785 Village Office Court Suite 101, Bend, OR 97702 • 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 |
|---|---|---|---|---|
| Fsc Securities Corp | Atlanta | GA | 08/2016 | 11/2023 |
| Osaic Wealth, Inc. | Bend | OR | 11/2023 | Present |
1) THIELE INDUSTRIES LLC POSITION: owner NATURE: It's primarily for real estate rentals, and possibly doing a flip. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/22/2017 ADDRESS: 19875 Village Office Court , Bend OR 97702, United States DESCRIPTION: obtaining rental properties for rent, creating passive income, and occasionally flipping a property should that come up. 2) KALYX CAPITAL MANAGEMENT POSITION: Financial Advisor NATURE: I am licensed for life/health insurance, and I only do insurance business relative to annuities, and/or life insurance, and everything is always disclosed to my B/D INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 08/12/2016 ADDRESS: 19785 Village Office Court , Bend OR 97702, United States DESCRIPTION: Discussing and working with clients regarding their current annuities, and/or potentially placing them if it is appropriate for them. 3) UNDEFINED GRIDLINES INC POSITION: CEO/President/Owner NATURE: AR Inc. was created to separate the advisor management component/OSJ away from Kalyx Capital management in order to define clear channels of communication for the advisor, and the management there-of. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2021 ADDRESS: 19785 Village Office Court, Bend OR 97702, United States DESCRIPTION: My duties are that of an OSJ, and or extension of the business vision the advisors have for their business management. 4) CATCHLINE HOLDINGS POSITION: owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/09/2024 ADDRESS: 19785 Village Office Ct, Suite 101, Bend OR 97702, United States DESCRIPTION: Organization of subleases
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-04 |
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