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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-03-24
  • ID RA
    APPROVED
    Since 2026-03-24

Branch Locations

1414 E Center St, Pocatello, ID 83201 • United States

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rabo Agrifinance Pocatello ID 05/2021 Present
On Semiconductor Pocatello ID 08/2019 05/2021
Sage Forensic Accounting, Inc. Salt Lake City UT 01/2017 08/2019
Idaho State University Pocatello ID 11/2015 12/2016
Osaic Wealth Scottsdale AZ 01/2026 Present
Osaic Advisory Services Atlanta GA 01/2026 Present
  • 05/2021 → Present
    Rabo Agrifinance
    Pocatello, ID
  • 08/2019 → 05/2021
    On Semiconductor
    Pocatello, ID
  • 01/2017 → 08/2019
    Sage Forensic Accounting, Inc.
    Salt Lake City, UT
  • 11/2015 → 12/2016
    Idaho State University
    Pocatello, ID
  • 01/2026 → Present
    Osaic Wealth
    Scottsdale, AZ
  • 01/2026 → Present
    Osaic Advisory Services
    Atlanta, GA
Other Businesses

1. BCS CAPITAL LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 901 Pinewood St, Chubbuck ID 83202, United States DESCRIPTION: BCS Capital, LLC is a single-member LLC established solely for tax and administrative purposes to receive securities and advisory compensation from Osaic. I do not conduct any separate business activity or provide outside services through this entity. My duties are limited to basic bookkeeping and administrative maintenance of the LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-18
  • S66 Uniform Combined State Law Examination
    2026-03-18

View on SEC IAPD

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