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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2021-05-04 |
| MN | RA | APPROVED | 2021-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brewtus Brick House | Moorhead | MN | 02/2016 | Present |
| Osaic Wealth, Inc. | Pelican Rapids | MN | 02/2021 | Present |
1) RETIREMENT ADVISORY SERVICES INC. POSITION: Insurance Producer NATURE: S-corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 10/03/2022 ADDRESS: 47 N. Broadway, Pelican Rapids MN 56572, United States DESCRIPTION: Fill out annuity applications for clients, and meet with clients about their annuities. 2) RETIREMENT ADVISORY SERVICES INC. POSITION: Investment Advisor Representative, Co-Owner NATURE: S-Corp Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 04/01/2022 ADDRESS: 47 N. Broadway, Pelican Rapids MN 56572, United States DESCRIPTION: advising
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-16 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-17 |
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