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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
120 W. Holum Street Suite 2, Deforest, WI 53532 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Future Benefits Of Wisconsin | Deforest | WI | 10/1992 | Present |
| Fortis Investors, Inc. | Deforest | WI | 01/1993 | Present |
| Osaic Wealth, Inc. | Deforest | WI | 01/2024 | Present |
1) COMPLETE INSURANCE AND FINANCIAL POSITION: President NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 240 START DATE: 01/01/2018 ADDRESS: 7438 Red Bird rd, Deforest WI 53532, United States DESCRIPTION: Life and Health Insurance Sales as well as Securities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-02 |
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