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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-06-14 |
Branch Locations
1987 Old Highway 8 Nw, New Brighton, MN 55112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | New Brighton | MN | 07/2015 | 06/2024 |
| Securities America Advisors, Inc. | New Brighton | MN | 07/2015 | 06/2024 |
| Osaic Wealth, Inc. | New Brighton | MN | 06/2024 | Present |
1. SHAVLIK FINANCIAL POSITION: tax preparer NATURE: Tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 12 START DATE: 02/03/2014 ADDRESS: 1865 W Wayzata Blvd, Long Lake MN 55356 DESCRIPTION: provide tax preparation services during Feb-April each year 2. FIRST RESOURCE GROUP POSITION: insurance agent NATURE: Insurance agent through First Resource Group INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/17/2017 ADDRESS: 1987 Old Hwy 8, New Brighton MN 55112 DESCRIPTION: Provide life insurance, long term care insurance and fixed annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-08 |
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