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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-14 |
| VA | RA | APPROVED | 2024-06-14 |
Branch Locations
3711 Westerre Pkwy Ste. B, Richmond, VA 23233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group Inc. | Glen Allen | VA | 04/2002 | 08/2017 |
| Securities America Inc. | Richmond | VA | 08/2017 | 06/2024 |
| Securities America Advisors | Richmond | VA | 01/2019 | 06/2024 |
| Osaic Wealth, Inc. | Richmond | VA | 06/2024 | Present |
| Osaic Wealth, Inc. | Richmond | VA | 06/2024 | Present |
1. PAUL E JORGENSEN POSITION: Producer NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/01/1991 ADDRESS: 3711 Westerre Parkway, Suite Be, Richmond VA 23233, United States DESCRIPTION: Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-18 |
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