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15750 Venture Lane, Eden Prairie, MN 55344 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-12-12 |
| DC | RA | APPROVED | 2012-10-05 |
| VA | RA | APPROVED | 2012-06-19 |
Branch Locations
3100 Clarendon Blvd, Arlington, VA 22201-5330 • United States
301 4Th St Sw, Washington, DC 20547-0001 • United States
4875 Eisenhower Ave Ste 220, Alexandria, VA 22304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | Lavista | NE | 10/2009 | Present |
| Usadvisors Wealth Management, Llc. | Alexandria | VA | 05/2012 | Present |
| Osaic Wealth, Inc. | Alexandria | VA | 06/2024 | Present |
***USANI - INSURANCE POSITION: Representative/Financial Advisor NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 12/2005 - LOCATED AT 1630 KING ST, ALEXANDRIA, VA 22314 INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2005 ADDRESS: 1630 King St, Alexandria VA 22314 DESCRIPTION: Equity indexed annuities ***USADVISORS WEALTH MANAGEMENT LLC POSITION: IAR / Financial advisor NATURE: USADVISORS WEALTH MANAGEMENT, LLC - IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 04/15/2013 ADDRESS: 1630 King St, Alexandria VA 22314 DESCRIPTION: Advisory business. USAWM is approved by Securities America. ***UNITRUST REIMBURSEMENTS POSITION: recipient NATURE: Reimbursement of expenses associated with affiliation with Securities America to include travel, Securities America fees, securities license fees, state insurance license fees, cell phone, Albridge, Redtail, annual affiliation fee, technology fee, FINRA, BISA, Money Guide Pro, continuing education. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/09/2009 ADDRESS: 1630 King St, Alexandria VA 22314 DESCRIPTION: Reimbursement of expenses associated with affiliation with Securities America to include travel, Securities America fees, securities license fees, state insurance license fees, cell phone, Albridge, Redtail, annual affiliation fee, technology fee, FINRA, BISA, Money Guide Pro, continuing education. **DBA State Department Federal Credit Union Wealth Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-30 |
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