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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-05-20 |
Branch Locations
12325 Port Grace Blvd, Lavista, NE 68128 • United States
Hartland, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Independent Advisors, Llc | Waukesha | WI | 05/2003 | 05/2026 |
| Osaic Wealth, Inc. | Hartland | WI | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-29 |
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