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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2024-06-14
TX RA APPROVED_RES 2024-06-14
  • ND RA
    APPROVED
    Since 2024-06-14
  • TX RA
    APPROVED_RES
    Since 2024-06-14

Branch Locations

419 Riverwood Dr Ste 102, Bismarck, ND 58504 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America, Inc. Bismarck ND 10/2020 06/2024
Halliburton Energy Services Fort Lupton CO 04/2018 04/2020
Anheuser Busch Fort Collins CO 01/2018 07/2018
Unemployed Bismarck ND 11/2016 01/2018
Altru Health Systems Grand Forks ND 05/2011 11/2016
Unemployed Bismarck ND 04/2020 10/2020
Securities America Advisors Bismarck ND 01/2021 06/2024
Osaic Wealth, Inc. Bismarck ND 06/2024 Present
  • 10/2020 → 06/2024
    Securities America, Inc.
    Bismarck, ND
  • 04/2018 → 04/2020
    Halliburton Energy Services
    Fort Lupton, CO
  • 01/2018 → 07/2018
    Anheuser Busch
    Fort Collins, CO
  • 11/2016 → 01/2018
    Unemployed
    Bismarck, ND
  • 05/2011 → 11/2016
    Altru Health Systems
    Grand Forks, ND
  • 04/2020 → 10/2020
    Unemployed
    Bismarck, ND
  • 01/2021 → 06/2024
    Securities America Advisors
    Bismarck, ND
  • 06/2024 → Present
    Bismarck, ND
Previous Registrations
  • 2021-01-12 → 2024-06-14
    Securities America Advisors, Inc.
    Bismarck, ND
Other Businesses

1. JAMESON BUEHLER POSITION: Producer NATURE: Insurance license in North Dakota. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/18/2020 ADDRESS: 419 Riverwood Drive Suite 102, Bismarck ND 58504 DESCRIPTION: Have an insurance license in the state of North Dakota for Accident & Health and Life & Annuity. 2. DBA - Diversified Wealth Management 3. DBA - Altsatt Financial Strategies 4. SERTOMA CLUB POSITION: President NATURE: Sertoma is a service organization that focus on hearing health in Bismarck-Mandan and the surrounding communities. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/01/2024 ADDRESS: PO Box 67, Bismarck ND 58502, United States DESCRIPTION: As president of Sertoma Club I facilitate board meetings and regular weekly meetings, serve on the membership committee, and help to organize the different committee of the club to ensure we are doing our best to serve our purpose of helping those with hearing and speech issues.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-03
  • S66 Uniform Combined State Law Examination
    2020-12-03
Designations

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