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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
| MN | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | Maple Grove | MN | 11/2009 | 06/2024 |
| Securities America Advisors, Inc. | Maple Grove | MN | 11/2009 | 06/2024 |
| Osaic Wealth, Inc. | Marco Island | FL | 06/2024 | Present |
| Osaic Wealth, Inc. | Marco Island | FL | 06/2024 | Present |
1. SPLITROCK FINANCIAL GROUP - DBA 2. RENTAL PROPERTY LANDLORD- 1% TIME SPENT 3. J KLOSTERMAN PROPERTIES LLC POSITION: Service NATURE: LANDLORD-RENTAL PROPERTY. 1% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 17305 Fairway Circle, Cold Spring MN 56320 DESCRIPTION: Help with lease agreements and deposit of rent. 4. INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 11204 86th Avenue N, Maple Grove MN 56320 DESCRIPTION: review and advise Insurance protection
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-25 |
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