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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-24 |
Branch Locations
1010 South Oneida Street, Appleton, WI 54915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Enterprise Credit Union | Brookefield | WI | 12/2015 | 09/2016 |
| Bmo Harris Bank | Appleton | WI | 10/2016 | 12/2020 |
| Cross Walk Church | Appleton | WI | 05/2015 | Present |
| Lincoln Financial Advisors | Appleton | WI | 12/2020 | 01/2025 |
| Osaic Wealth, Inc. | Appleton | WI | 01/2025 | Present |
1)ANDREW RYAN 1010 S ONEIDA ST, APPLETON, WI 54915 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SALE AND SERVICE OF DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 7/1/2022 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 2)CROSS WALK CHURCH OF APPLETON 2020 E JOHN ST APPLETON, WI 54915 CATEGORY: RETAIL, SERVICE INDUSTRY OR SALARIED EMPLOYEE INVESTMENT RELATED: NO TITLE: DIRECTOR OF WORSHIP DUTIES: I AM THE DIRECTOR OF WORSHIP AND MUSIC MINISTRIES AT MY CHURCH. I LEAD MUSIC SERVICES AND CONDUCT REHEARSALS. START DATE: 5/26/2022 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 0 3) NOTARY PUBLIC - ANDREW J RYAN POSITION: Notary NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: 1010 S Oneida St, Appleton WI 54915, United States DESCRIPTION: Notarize signatures 4) BSMG POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/27/2025 ADDRESS: 500 S Main St, Providence RI 02903, United States DESCRIPTION: I use BSMG when advocating for client's life insurance needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-25 |
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