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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Denver | CO | 01/2004 | 01/2025 |
| Osaic Wealth, Inc. | Denver | CO | 01/2025 | Present |
1) PAUL SMITH/SMITH & ASSOCIATES INC, 5317 OAK PARK RD, OAKWOOD HILLS, IL 60013 CATEGORY: INSURANCE INVESTMENT-RELATED: YES. TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, TRADITIONAL LIFE INSURANCE, FIXED ANNUITIES, AND HEALTH SAVINGS ACCOUNTS START DATE: 06/1/09. HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-17 |
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