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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
571 Railroad Ave, Albany, MN 56307 • United States
301 N Ramsey Avenue, Litchfield, MN 55355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Rice | MN | 03/2014 | 06/2024 |
| Securities America Advisors | Rice | MN | 01/2017 | 06/2024 |
| Osaic Wealth, Inc. | Litchfield | MN | 06/2024 | Present |
1. LIFE INSURANCE SALES POSITION: Agent NATURE: Life Insurance - Fixed Annuities - Equity Index Annuities - Fixed Index Annuities - Fixed Life- universal life. Hallett financial - m3 financial and the approved Sai brokerages INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 03/01/2014 ADDRESS: 42170 County Road 2, Rice MN 56367 DESCRIPTION: Life Insurance - Fixed annuities - equity index annuity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-13 |
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