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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-06-14 |
Branch Locations
N27W23957 Paul Rd, Ste 105, Pewaukee, WI 53072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Milwaukee | WI | 05/2020 | 03/2021 |
| Mutual Of Omaha Investment Services | Milwaukee | WI | 11/2020 | 03/2021 |
| Securities America, Inc. | Pewaukee | WI | 01/2022 | 06/2024 |
| Futurity First Insurance Group | Pewaukee | WI | 03/2021 | Present |
| Student | La Crosse | WI | 01/2012 | 05/2020 |
| Securities America Advisors | Pewaukee | WI | 02/2024 | 06/2024 |
| Osaic Wealth, Inc. | Pewaukee | WI | 06/2024 | Present |
TRUENORTH RETIREMENT | WEALTH POSITION: Founder NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: N27W23957 Paul Road, Suite 105, Pewaukee WI 53072, United States DESCRIPTION: Insurance sales ranging from life insurance, long term care products and fixed annuity products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-18 |
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