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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-06-14 |
Branch Locations
1 disclosure category 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. | Kalamazoo | MI | 07/2002 | 05/2021 |
| Securities America Advisors, Inc. | Kalamazoo | MI | 07/2002 | 05/2021 |
| Pruco Securities, Llc | Kalamazoo | MI | 05/2021 | 08/2022 |
| The Prudential Insurance Company Of America | Kalamazoo | MI | 05/2021 | 08/2022 |
| Securities America, Inc. | Grand Haven | MI | 08/2022 | 06/2024 |
| Securities America Advisors | Grand Haven | MI | 08/2022 | 06/2024 |
| Osaic Wealth, Inc. | Grand Haven | MI | 06/2024 | Present |
| Osaic Wealth, Inc. | Grand Haven | MI | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-20 |
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