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Current Employers
Nwf Advisory Services Inc

11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-05-21
  • IN RA
    APPROVED
    Since 2025-05-21

Branch Locations

10729 Coldwater Rd. Suite 200, Fort Wayne, IN 46845 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 02/2009 06/2024
Osaic Wealth, Inc. Fort Wayne IN 06/2024 Present
The Ameriflex Group Las Vegas NV 06/2024 Present
  • 02/2009 → 06/2024
    St Louis, MO
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Fort Wayne, IN
  • 06/2024 → Present
    Las Vegas, NV
Previous Registrations
  • 2024-06-20 → 2025-07-02
    Fort Wayne, IN
  • 2009-05-05 → 2024-06-21
    Avilla, IN
    Fort Wayne, IN
    Fort Wayne, IN
    St Louis, MO
Other Businesses

1. SHEPHERD LEGACY FINANCIAL POSITION: Financial Advisor NATURE: This is dba acting as LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/20/2024 ADDRESS: 10729 Coldwater Rd, Suite 200, Fort Wayne IN 46845, United States DESCRIPTION: I am a financial advisor working under this LLC as a DBA 2. SCOTT SHEPHERD INSURANCE AGENT POSITION: insurance agent NATURE: insurance agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/20/2024 ADDRESS: 10729 Coldwater Rd, Suite 200, Fort Wayne IN 46845, United States DESCRIPTION: Sell and service insurance and annuities 3. NWF ADVISORY SERVICES INC POSITION: Investment Advisor Representative NATURE: Corporation^Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/23/2025 ADDRESS: 10729 Coldwater Rd, Suite 200, Fort Wayne IN 46845, United States DESCRIPTION: I provide advisory services such as wrap, fee accounts, and financial plans. I devote about half of my time to this business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-09
  • S66 Uniform Combined State Law Examination
    2009-04-09

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