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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-09-10 |
Branch Locations
8500 Keystone Crossing Suite 540, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Strategies Inc. | Muncie | IN | 01/2020 | Present |
| Enterprise Rent A Car | Muncie | IN | 08/2017 | 01/2020 |
| The Vitamin Shoppe | Muncie | IN | 02/2016 | 08/2017 |
| Osaic Wealth, Inc. | Muncie | IN | 05/2020 | Present |
1. WEALTH STRATEGIES INC. POSITION: Agent NATURE: Life, Accident, and Health Insurance Resident Producer License in the state of Indiana INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2021 ADDRESS: 207 N. High Street, Muncie IN 47305, United States DESCRIPTION: Licensed to sell Life and Health insurance in the state of Indiana. No active clients 2. WEALTH STRATEGIES POSITION: Research and Support Specialist NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/27/2020 ADDRESS: 207 N. High Street, Muncie IN 47305, United States DESCRIPTION: Research important date for financial advisers. Generate reports and interpret current financial data.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-23 |
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