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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-06-14 |
Branch Locations
410 Memorial Dr Suite 206, Idaho Falls, ID 83402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network, Inc | Idaho Falls | ID | 10/2014 | 09/2020 |
| Ssn Advisory, Inc | Idaho Falls | ID | 10/2014 | 09/2020 |
| Securities America, Inc. | Idaho Falls | ID | 09/2020 | 06/2024 |
| Securities America Advisors, Inc. | Idaho Falls | ID | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | Idaho Falls | ID | 06/2024 | Present |
| Osaic Wealth, Inc. | Idaho Falls | ID | 06/2024 | Present |
IDAHO FALLS FINANCIAL POSITION: Investment Advisor Representative NATURE: Advisory Affiliation INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 10/27/2014 ADDRESS: 410 Memorial Dr Suite 206, Idaho Falls ID 83402 DESCRIPTION: Investment Advisory Services, Investments and Securities Sales IDAHO FALLS ROTARY CLUB POSITION: Secretary NATURE: Rotary Club Civic Organization INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 05/06/2015 ADDRESS: PO Box 50335, Idaho Falls ID 83405 DESCRIPTION: Attend weekly lunch meeting, attend monthly board meeting, record the meeting minutes. IDAHO FALLS FINANCIAL POSITION: Owner NATURE: Licensed Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 10/27/2014 ADDRESS: 410 Memorial Dr Suite 206, Idaho Falls ID 83402 DESCRIPTION: Offering sale of suitable insurance solutions, and servicing existing contracts DBA - Idaho Falls Financial
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-09 |
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