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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-03-30 |
| TX | RA | APPROVED | 2026-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2015 | 03/2026 |
| Osaic Wealth, Inc. | Omaha | NE | 03/2026 | Present |
1. OMAHA MORNING ROTARY POSITION: Member NATURE: 501(c)3 INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: PO Box 4, Elkhorn NE 68022, United States DESCRIPTION: Fundraising and service projects 2. ARMBRUST ACRES HOA POSITION: Secretary NATURE: Homeowners Association INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2025 ADDRESS: 16707 Spring Cir, Omaha NE 68130, United States DESCRIPTION: Provide back up to the President to run the meeting, or make decisions in his absence.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-20 |
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