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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-02 |
| OR | RA | APPROVED | 2024-06-14 |
| WA | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Klamath Insurance Center, Inc | Klamath Falls | OR | 07/2008 | Present |
| Securities America, Inc. | Klamath Falls | OR | 11/2014 | 06/2024 |
| Securities America Advisors | Klamath Falls | OR | 02/2015 | 06/2024 |
| Osaic Wealth, Inc. | Hermiston | OR | 06/2024 | Present |
1. HERMISTON SCHOOL DISTRICT BOARD OF EDUCATION DIRECTOR POSITION: Director NATURE: Hermiston School District Board of Directors INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 305 SW 11th St, Hermiston OR 97838 DESCRIPTION: The Board of Education acts as the policy-making body for the Hermiston School District. 2. CJN HOLDINGS, INC. POSITION: Vice President NATURE: Holding company from a former insurance agency. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2022 ADDRESS: 121 S 6th St, Klamath Falls OR 97601 DESCRIPTION: This entity was formerly disclosed as Klamath Insurance Center, Inc. (KIC). KIC's assets and name were sold to Highstreet Insurance Partners (HSIP) and closed in March, 2022. Part of the sale included a conversion of our shares in KIC to shares in HSIP but are currently held by CJN Holdings, Inc (CJN) and not held individually. This OBA is strictly a holding company for that private equity position until it can be liquidated. 3. LEGACY CREATION NETWORK POSITION: Owner/Advisor NATURE: Insurance sales and consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 120 START DATE: 11/01/2018 ADDRESS: 125 SE 7th St, Hermiston OR 97838 DESCRIPTION: Legacy Creation Network is my marketing entity for all securities and insurance related activities. I am a licensed producer and consultant affiliated with High Street Insurance Partners for the purpose of fixed insurance products; however, my marketing is done through Legacy Creation Network. 4. LEGACY CREATION NETWORK POSITION: Owner/Advisor NATURE: LCN LLC is the official registered business name. Insurance sales and consulting. Office space is also shared and business receives a portion of the rent for the space. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 120 START DATE: 11/01/2018 ADDRESS: 245 W Main St, Ste B, Hermiston OR 97838, United States DESCRIPTION: Legacy Creation Network is my marketing entity for all securities and insurance related activities. I also use this entity to share office space and accept a portion of the rent for the shared space. 5. JAMES HURST POSITION: Sole proprietor NATURE: Private Voice Instruction and music production INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 600 W Division Ave, Hermiston OR 97838, United States DESCRIPTION: I teach private voice (singing) lessons. It also includes performances at times and some music production.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-23 |
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