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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-01-19 |
Branch Locations
1106 220Th St, Jesup, IA 50648 • United States
978 Home Plaza Suite 400, Waterloo, IA 50701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monat Wealth Management | Waterloo | IA | 12/2020 | Present |
| Campus Recreation & Wellness Center | Iowa City | IA | 09/2017 | 12/2020 |
| City Of Waterloo | Waterloo | IA | 12/2018 | 01/2020 |
| Leisure Services | Waterloo | IA | 05/2017 | 08/2018 |
| University Club | Iowa City | IA | 03/2017 | 05/2017 |
| Monat Wealth Mananegement | Waterloo | IA | 05/2019 | 08/2019 |
| Full-Time Education | Iowa City | IA | 08/2016 | 03/2017 |
| Woodbury Financial Services Inc | Waterloo | IA | 04/2021 | 01/2024 |
| Osaic Wealth, Inc. | Waterloo | IA | 01/2024 | Present |
1. MONAT WEALTH MANAGEMENT POSITION: Registered Representative/Vice President NATURE: S-Corporation that owns the shares of the business entity. Monat Wealth Management is the DBA name. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/01/2024 ADDRESS: 978 Home Plaza, Ste. 400, Waterloo IA 50701, United States DESCRIPTION: Service our existing book of business for their existing needs while also working the book to assure clients are invested in and doing the best things for themselves and their families. New clients will be sought through referrals, while also approaching family, friends, and acquaintances if applicable. 2. MILESTONES PLANNING, INC. POSITION: Vice President NATURE: S-Corporation that owns the shares of the business entity. This is our business name where everything to do with Osaic Wealth, Inc. will go through moving forward. This is also the entity that we will be processing our fixed insurance business through. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/16/2025 ADDRESS: 978 Home Plaza, Waterloo IA 50701, United States DESCRIPTION: I am an advisor planning with clients on a daily basis along with administrative duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-13 |
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