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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
419 Riverwood Dr Ste 102, Bismarck, ND 58504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-03 |
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