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5187 Utica Ridge Rd, Davenport, IA 52807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-18 |
Branch Locations
43 N. Broad Street, Canfield, OH 44406 • United States
3250 Lacey Road Suite 130, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios | Canfield | OH | 05/2007 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 02/2025 |
| Ausdal Financial Partners, Inc | Davenport | IA | 02/2025 | Present |
1. OUTSIDE INSURANCE SALES; INVESTMENT RELATED; CANFIELD, OH; INSURANCE SALES; AGENT; ACTIVITY BEGAN 1988; I DEVOTE APPX 10 HOURS PER MONTH TO THIS ACTIVITY WITH LESS THAN ONE HOUR DURING TRADING HOURS; ASSIST CLIENTS WITH INSURANCE NEEDS. 2. GTBL DEVELOPMENT CORP; NOT INVESTMENT RELATED; YOUNGSTOWN, OH; BOARD MEMBER; ACTIVITY BEGAN IN 12/2010; ATTEND BOARD MEETINGS TWICE A YEAR WITH NO HOURS DEVOTED DURING TRADING HOURS; ASSIST IN FINDING HOMES FOR PEOPLE WITH DISABILITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-24 |
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