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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-11-03 |
| NE | RA | APPROVED | 2023-11-03 |
| ND | RA | APPROVED | 2023-11-03 |
Branch Locations
1105 2Nd Street West Suite 101, Williston, ND 58801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Douglas W Crosby | Williston | ND | 07/2015 | 11/2023 |
| Osaic Wealth, Inc. | Williston | ND | 11/2023 | Present |
1) INVESTMENT & RETIREMENT ADVISORS, INC. POSITION: Investment Advisor Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2018 ADDRESS: 1105 2nd St W - Suite 101, P.O. Box 2538, Williston ND 58801, United States DESCRIPTION: Prepare Financial Plans 2) OSAIC WEALTH POSITION: Registered Representative NATURE: Insurance products approved by Osaic Wealth INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2016 ADDRESS: 1105 2nd Street West Suite 101, Williston ND 58801, United States DESCRIPTION: Sale of insurance products approved by Osaic Wealth. 3) WESLEY CROSBY POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 1105 2nd St W, Suite 101, Williston ND 58801, United States DESCRIPTION: Oversee rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-27 |
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