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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-06-14 |
Branch Locations
N16W23233 Stone Ridge Drive Suite 150, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Brookfield | WI | 09/2021 | 07/2022 |
| Securities America, Inc. | Brookfield | WI | 08/2022 | 06/2024 |
| Student | New Berlin | WI | 07/2012 | 05/2021 |
| Unemployed | New Berlin | WI | 05/2021 | 09/2021 |
| Securities America Advisors | Brookfield | WI | 05/2023 | 06/2024 |
| Osaic Wealth, Inc. | Brookfield | WI | 06/2024 | Present |
SECURITIES AMERICA ADVISORS POSITION: Advisor NATURE: Securities America Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2023 ADDRESS: 12325 Port Grace Blvd, La Vista NE 68128 DESCRIPTION: Securities America Advisors FOCUSED TAX POSITION: Tax preparer NATURE: Focused tax solutions INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/20/2021 ADDRESS: 405 N Calhoun Rd, Ste 106, Brookfield WI 53005 DESCRIPTION: tax preparer Z ENTERPRISES LTD POSITION: S Corp for Payroll NATURE: S Corp for payroll INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/20/2021 ADDRESS: 405 N Calhoun Rd, Ste 106, Brookfield WI 53005 DESCRIPTION: S Corp for Payroll
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-10 |
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