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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-04 |
| IA | RA | APPROVED | 2021-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chick-Fil-A | Waterloo | IA | 03/2017 | 06/2017 |
| Burger King | Waterloo | IA | 06/2017 | 11/2017 |
| Kwik Star | Dunkerton | IA | 11/2017 | 11/2018 |
| The Home Depot | Waterloo | IA | 11/2018 | 05/2019 |
| John Deere | Waterloo | IA | 03/2019 | 03/2021 |
| Dunkerton High School | Waterloo | IA | 03/2020 | Present |
| Osaic Wealth, Inc. | Waterloo | IA | 05/2021 | 06/2022 |
| Unemployed | Dunkerton | IA | 01/2011 | 03/2017 |
| Osaic Wealth, Inc. | Waterloo | IA | 06/2022 | Present |
FINANCIAL DECISIONS GROUP- SECURITIES DBA POSITION: Investment Advisor Representative NATURE: DBA name/Marketing Name INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2022 ADDRESS: 3013 Greyhound Dr, Waterloo IA 50701, United States DESCRIPTION: Advising Clients building financial plans. FINANCIAL DECISIONS GROUP- FIXED INSURANCE POSITION: Agent NATURE: DBA name for fixed insurance sales/servicing INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/01/2022 ADDRESS: 3013 Greyhound Dr, Waterloo IA 50701, United States DESCRIPTION: Life insurance, fixed annuity, disability, and long term care sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-20 |
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