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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-08-13 |
| TX | RA | APPROVED | 2026-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2018 | 07/2026 |
| Berlin City Ford | Gorham | NH | 07/2016 | 08/2018 |
| Town & Country Motor Inn | Shelburne | NH | 02/2006 | 11/2017 |
| Osaic Wealth, Inc. | Berlin | NH | 08/2026 | Present |
1. JBD WEALTH MANAGEMENT, LLC POSITION: AGENT - INSURANCE PRODUCER NATURE: SINGLE MEMBER LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/14/2026 ADDRESS: 283 HIGH ST, BERLIN NH 03570, United States DESCRIPTION: SALES AND SERVICE OF FIXED INSURANCE AND ANNUITIES 2. JBD WEALTH MANAGEMENT, LLC POSITION: OWNER NATURE: llc INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/12/2018 ADDRESS: 283 HIGH ST, BERLIN NH 03570, United States DESCRIPTION: SALES/MARKETING OF SECURITIES, INVESTMENT ADVISORY AND INSURANCE PRODUCTS. jbdwealth.com 3.BERLIN NH WATER COMMISSIONER POSITION: WATER COMMISIONER NATURE: MUNICIPAL CORPORATION INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/19/2025 ADDRESS: 283 HIGH ST, BERLIN NH 03570, United States DESCRIPTION: REVIEW BUDGET MEET WITH THE WATER DIRECTOR COMPLIANCE VOTE ON MATTERS RELATED TO RUNNING A WATER DEPARTMENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-01 |
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