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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-18 |
| IA | RA | APPROVED | 2024-06-14 |
Branch Locations
3356 Kimball Ave Suite # 1, Waterloo, IA 50702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Waterloo | IA | 01/2021 | 07/2022 |
| Securities America, Inc. | Los Angeles | CA | 07/2022 | 06/2024 |
| University Of Iowa Recreational Services | Iowa City | IA | 12/2018 | 01/2021 |
| University Of Iowa | Iowa City | IA | 08/2016 | 12/2020 |
| Beaver Hills Country Club | Cedar Falls | IA | 05/2017 | 08/2017 |
| Securities America Advisors | Los Angeles | CA | 04/2023 | 06/2024 |
| Osaic Wealth, Inc. | Waterloo | IA | 06/2024 | Present |
1. WEALTH SOLUTIONS INC. POSITION: Financial Advisor NATURE: Sell insurance through annuities when is best suited for a client. ? INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2023 ADDRESS: 3356 Kimball Avenue, Suite 1, Waterloo IA 50702, United States DESCRIPTION: Selling insurance through fixed and variable annuities when it fits the clients suitability and needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-24 |
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