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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-10-11 |
Branch Locations
229 W Berry St Suite 210, Fort Wayne, IN 46802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miller And Christian Asset Management | Ft. Wayne | IN | 02/2016 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. MILLER, CHRISTIAN & ZWIEBEL ASSET MANAGEMENT POSITION: Financial Advisor NATURE: S Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 150 START DATE: 02/15/2016 ADDRESS: 229 W. Berry Street Ste. 210, Fort Wayne IN 46802, United States DESCRIPTION: Manage assets for clients. Provide investment recommendation to clients. Assist in RMD preparation for clients. 2. ORG - Life insurance, not investment related, start date = 1/2022, 1 hour per month 3. ONE RESOURCE GROUP POSITION: Life Insurance broker NATURE: Life Insurance Brokerage INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 13548 Zubrick Rd, Roanoke IN 46783, United States DESCRIPTION: I run Term Life insurance quotes for current and prospective clients utilizing the ORG platform to find the best available pricing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-26 |
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