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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-06-14 |
Branch Locations
16800 W Greenfield Ave Suite 300, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Brookfield | WI | 01/1991 | 06/2024 |
| Crg Financial Services, Inc. | Brookfield | WI | 03/1996 | Present |
| Crg Services, Inc. | Brookfield | WI | 02/1991 | Present |
| Securities America Advisors | Brookfield | WI | 09/2018 | 06/2024 |
| Osaic Wealth, Inc. | Brookfield | WI | 06/2024 | Present |
| Osaic Wealth, Inc. | Brookfield | WI | 06/2024 | Present |
INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 7/1990 - LOCATED AT 16800 W. GREENFIELD AVE., SUITE 300, BROOKFIELD, WI 53005 VIP PROPERTIES POSITION: Manager NATURE: VIP Properties - building management. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/04/1993 ADDRESS: 16800 W Greenfield Ave, Suite 100, Brookfield WI 53005 DESCRIPTION: Landlord/management CRG SERVICES INC POSITION: President NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 7/1990 - LOCATED AT 16800 W GREENFIELD AVE SUITE 300 BROOKFIELD WI 53005 INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 07/01/1990 ADDRESS: 16800 W Greenfield Ave #300, Brookfield WI 53005 DESCRIPTION: Insurance sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-06-26 |
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