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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 12/2006 | 02/2019 |
| Questar Asset Management | Minneapolis | MN | 09/2007 | 02/2019 |
| Securities America, Inc. | Rockledge | FL | 02/2019 | 06/2024 |
| Securities America Advisors | Rockledge | FL | 02/2019 | 06/2024 |
| Osaic Wealth, Inc. | Rockledge | FL | 06/2024 | Present |
| Osaic Wealth, Inc. | Rockledge | FL | 06/2024 | Present |
1. Miller and Hurt Wealth Advisors Position: Insurance Sales Nature: Insurance sales Investment Related: No Hours: 6 Securities Trading Hours: 6 Start Date: 02/15/2019 Address: 182 Barton Blvd, Rockledge FL 32955 2. Brevard Fidelity LLC Position: officer/owner Nature: Corporate Officer Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 04/01/2007 Address: 182 Barton Blvd, Rockledge FL 32955 3. MILLER & HURT WEALTH ADVISORS - DBA 4. WILLIAM AND DOLORES MILLER REVOCABLE TRUST POSITION: Trustee NATURE: I serve as a trustee of my parent's revocable living trust without compensation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 07/23/2020 ADDRESS: 2129 W NEW HAVEN AVE, APT 132, WEST MELBOURNE FL 32904 DESCRIPTION: Administration of trust assets for my parents. 5. BREVARD SCHOOLS FOUNDATION POSITION: Board Chairman NATURE: Non-profit, unpaid board membership INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2015 ADDRESS: 2700 Judge Fran Jamieson Way, Viera FL 32940, United States DESCRIPTION: Organizational governance and fund raising.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-15 |
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