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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-20 |
| CA | RA | APPROVED | 2024-10-11 |
| GA | RA | APPROVED | 2024-10-11 |
| IN | RA | APPROVED | 2024-10-11 |
| MI | RA | APPROVED | 2024-10-11 |
Branch Locations
205 N College Ave Ste 714, Bloomington, IN 47404 • United States
205 North College Avenue Suite 710, Bloomington, IN 47404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
| American Portfolios Financial Services | Bloomington | IN | 09/2005 | 10/2024 |
1. MALCOLM WEBB WEALTH MANAGEMENT POSITION: Owner NATURE: Marketing DBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2009 ADDRESS: 205 N College Ave, STE 714, Bloomington IN 47404-3957, United States DESCRIPTION: Contract for business card and letterhead design whenever regulatory update is required (every few years). 2. 2401 E 4TH ST, BMG, LLC POSITION: Owner NATURE: RENTAL PROPERTY INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2015 ADDRESS: 205 N College Ave., STE 714, Bloomington IN 47404, United States DESCRIPTION: Consult with contracted outside landlord 3. AIRBNB. POSITION: Owner NATURE: HOME RENTAL INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 2412 E 4th ST, Bloomington IN 47408, United States DESCRIPTION: Operate AirBnB app; Check in/check out 4. CIVIL AIR PATROL POSITION: Volunteer NATURE: Nonprofit Charity INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2007 ADDRESS: 105 S Hansell St, Maxwell AFB AL 36112, United States DESCRIPTION: Search and Rescue/Disaster Relief Mission Pilot Member, National Investment Committee Assistant Government Relations Officer, Indiana Wing Member, Finance Committee, Group XII Member, Finance Committee, Monroe County Composite Squadron 5. 127 S CLARK BMG, LLC POSITION: Owner NATURE: RENTAL PROPERTY INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 205 N College Ave., STE 714, Bloomington IN 47404, United States DESCRIPTION: Consult with outside landlord/property management services as needed. 6. WOODLANDS 31 BMG, LLC POSITION: President/Sole Member NATURE: Rental Property acquisition INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/14/2021 ADDRESS: 205 N College Ave STE 714, Bloomington IN 47404-3957, United States DESCRIPTION: LLC was set up for purchase of a rental property. Offer was made but not accepted by seller. LLC is being maintained for potential future real estate purchase. No current business activity. 7. 414 N GRANT BMG LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: 205 N College Ave., STE 714, Bloomington IN 47404-3957, United States DESCRIPTION: Consult with contracted outside landlord for renovations or other policy matters. 8. MCGIBBON OIL POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/05/2006 ADDRESS: 205 N College Ave., STE 714, Bloomington IN 47404, United States DESCRIPTION: Receive royalty checks for inherited mineral interests.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-14 |
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