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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2016 | 02/2022 |
| Sagepoint Financial | Phoenix | AZ | 02/2022 | 09/2023 |
| Osaic Wealth, Inc. | Appleton | WI | 09/2023 | Present |
1) CORY R. NICKEL POSITION: Insurance Agent NATURE: Individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/11/2022 ADDRESS: 2 N Systems Dr., Appleton WI 54914, United States DESCRIPTION: Providing Fixed Insurance solutions to my clients as it is suitable. 2) BALTHAZOR & STRUBE FINANCIAL & INSURANCE SERVICES, LLC POSITION: Wealth Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 02/11/2022 ADDRESS: 2 N Systems Dr., Appleton WI 54914, United States DESCRIPTION: Wealth Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-14 |
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