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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-09 |
Branch Locations
11300 86Th Avenue North, Maple Grove, MN 55369 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Maple Grove | MN | 04/2012 | Present |
1. FIXED INSURANCE AGENT POSITION: Fixed Insurance Agent NATURE: Selling fixed life insurance, fixed annuities and long term care insurance through different insurance brokers. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 04/02/2012 ADDRESS: 11300 86th Ave N, Maple Grove MN 55369, United States DESCRIPTION: Selling fixed life insurance, fixed annuities and long term care insurance through different insurance brokers. 2. TRUE NORTH ADVISORY GROUP POSITION: Financial Advisor NATURE: True North Advisory Group is the DBA used to conduct my business as a Financial Advisor under Royal Alliance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/01/2020 ADDRESS: 11300 86th Ave N, Maple Grove MN 55369, United States DESCRIPTION: Retirement Analysis and Planning, Investment Reviews, Investment Consulting 3. SOARING EAGLES WEALTH MANAGEMENT POSITION: Owner NATURE: S-Corporation, Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/02/2024 ADDRESS: 11300 86th Ave N, Maple Grove MN 55369, United States DESCRIPTION: Retirement Analysis and Planning Investment Reviews Investment Consulting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-04 |
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