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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-20 |
| WA | RA | APPROVED | 2024-06-14 |
Branch Locations
11911 Ne 1St Street Suite 305, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Bellevue | WA | 11/2007 | 06/2024 |
| Osaic Wealth, Inc. | Kirkland | WA | 06/2024 | Present |
***MIRUS PLANNING POSITION: Agent NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 05/1992 - LOCATED AT 4030 LAKE WASHINGTON BLVD NE STE 300, KIRKLAND, WA 98033-7870, United States INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/1992 ADDRESS: 4030 Lake Washington Blvd NE, Suite 300, Kirkland WA 98033 DESCRIPTION: We may find insurance policies for clients when needed due to a comprehensive financial plan. ***NA POSITION: Trusteee NATURE: ACTING AS TRUSTEE FOR TWO OF MOTHERS SINCE INCEPTION - 1% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2004 ADDRESS: 4030 Lake Washington Blvd NE, Suite 300, Kirkland WA 98033 DESCRIPTION: Portfolios held at NFS designed for income and growth for my mother as the primary beneficiary.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-21 |
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