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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-12-04 |
Branch Locations
5764 Sunnybrook Dr., Sioux City, IA 51106 • United States
5024 S. Bur Oak Place, Ste 106, Sioux Falls, SD 57108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Sioux City | IA | 06/2025 | Present |
| Central Bank | Sioux City | IA | 07/2021 | 11/2023 |
| Real Property Management Express | Sioux City | IA | 03/2024 | 06/2024 |
| Target | Sioux City | IA | 06/2020 | 05/2021 |
| Dunham's Sports | Sioux City | IA | 06/2018 | 03/2019 |
| Rocket Auto Wash | Sioux City | IA | 05/2019 | 04/2020 |
| Rocket Auto Wash | Sioux City | IA | 05/2015 | 06/2018 |
| Unemployed | Sioux City | IA | 11/2023 | 03/2024 |
| Efs Group Wealth Management | Sioux City | IA | 09/2024 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-03 |
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