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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | La Vista | NE | 06/2008 | 05/2022 |
| Securities America Advisors, Inc. | La Vista | NE | 05/2016 | 05/2022 |
| Arbor Point Advisors | La Vista | NE | 10/2020 | 05/2022 |
| Cadaret, Grant & Co., Inc. | Syracuse | NY | 06/2022 | 09/2025 |
| Grove Point Investments Llc | Rockville | MD | 11/2023 | 09/2025 |
| Grove Point Advisors Llc | Rockville | MD | 11/2023 | 09/2025 |
| Osaic Wealth | Scottsdale | AZ | 09/2025 | Present |
1. SCOUTING AMERICA POSITION: Committee Chair - Pack 13 NATURE: Non-Profit - Cub Scout Pack 13 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2024 ADDRESS: 12401 W Maple Rd, Omaha NE 68164, United States DESCRIPTION: Organizes and leads the committee, assigning and coordinating duties among members. 2. BENNINGTON MUSIC BOOSTERS POSITION: Hospitality Chair NATURE: Non-Profit Committee for the music program at Bennington High School. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/13/2025 ADDRESS: 16610 Bennington Rd, Bennington NE 68007, United States DESCRIPTION: Organize the food and drink for certain Bennington High School Band and Choir events/functions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-11 |
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