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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| IA | RA | APPROVED | 2024-01-19 |
| MN | RA | APPROVED | 2024-01-19 |
| ND | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Black Financial Services, Inc | Avon | MN | 01/1991 | Present |
| Lpl Financial Llc | Avon | MN | 02/2018 | 03/2019 |
| Woodbury Financial Services Inc | Avon | MN | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Avon | MN | 01/2024 | Present |
1)BLACK FINANCIAL SERVICES, INC. POSITION: owner NATURE: C Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/1990 ADDRESS: 110 Avon Ave North, Avon MN 56310, United States DESCRIPTION: Owner of Black Financial Services 2)BLACK FINANCIAL SERVICES, INC. POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1991 ADDRESS: 110 Avon Avenue North, Avon MN 56310, United States DESCRIPTION: Sale of Life and Health Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-04 |
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