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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2018-11-02 |
Branch Locations
4840 North River Blvd. Ne Suite 100, Cedar Rapids, IA 52411 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Cedar Rapids | IA | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | Cedar Rapids | IA | 11/2018 | Present |
1. THE FORTUNAIRE CLUB CHARITABLE FOUNDATION, INC. POSITION: Trustee/officer NATURE: Non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2003 ADDRESS: 4840 N River Blvd, NE, Suite 100, Cedar Rapids IA 52411, United States DESCRIPTION: Vote on submissions for donations; board issues. 2. HAEFNER FINANCIAL SERVICES, LLC POSITION: owner NATURE: Sole proprietorship for business income, expenses, and tax filing INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 01/11/2018 ADDRESS: 4840 N. River Blvd, NE, Suite 100, Cedar Rapids IA 52411, United States DESCRIPTION: sole prop for business expenses & tax filing 3. STRELLNER FINANCIAL GROUP- SECURITIES POSITION: Registered Rep NATURE: Securities business sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 09/01/1998 ADDRESS: 4840 N. River Blvd, NE, Suite 100, Cedar Rapids IA 52411, United States DESCRIPTION: DBA for Securities sales and service on existing accounts 4. STRELLNER FINANCIAL GROUP- FIXED INSURANCE POSITION: Sales NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 01/01/1998 ADDRESS: 4840 N. River Blvd, NE, Suite 100, Cedar Rapids IA 52411, United States DESCRIPTION: Insurance sales and service, training new reps 5. AFRICA YOUTH NOW FOUNDATION POSITION: President NATURE: Non-profit corporation designed to support education, spirituality, and mentoring to youth in Africa. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/29/2020 ADDRESS: 4300 Fawn Hill Ct SE, Cedar Rapids IA 52403, United States DESCRIPTION: Help formulate the Board, provide structure and guidance to the new organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-16 |
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