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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-19 |
| MO | RA | APPROVED | 2024-01-19 |
| SC | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Morton | IL | 05/2012 | 12/2017 |
| Trinity Financial Group | Belleville | IL | 05/2012 | 12/2017 |
| Woodbury Financial Services Inc | Trenton | IL | 01/2018 | 01/2024 |
| Osaic Wealth, Inc. | Trenton | IL | 01/2024 | Present |
1) SELKIRK ADVISORS, LP POSITION: owner NATURE: Limited Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 05/25/2023 ADDRESS: 485 E Broadway, P.O. Box 1009, Trenton IL 62293, United States DESCRIPTION: Financial advisor and insurance broker
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-19 |
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