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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
| MN | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
4501 Minnetonka Blvd Suite 200, St Louis Park, MN 55416-4091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | La Vista | NE | 11/2009 | 06/2024 |
| Securities America Advisors, Inc. | Saint Louis Park | MN | 08/2010 | 06/2024 |
| Osaic Wealth, Inc. | St Louis Park | MN | 06/2024 | Present |
| Osaic Wealth, Inc. | St Louis Park | MN | 06/2024 | Present |
1. PETER ZVANOVEC - INSURANCE PRODUCER POSITION: Practitioner NATURE: Selling insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 13 START DATE: 09/10/2010 ADDRESS: 4501 Minnetonka Blvd #200, St. Louis Park MN 55416, United States DESCRIPTION: Helping clients determine the most suitable amount of coverage for their personal needs, to assist in selecting an insurance carrier and going through the application process. 2. ZVANOVEC FINANCIAL SERVICES POSITION: President NATURE: Receives advisory compensation and pays bills. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/07/2024 ADDRESS: 2530 Heron Ln, Victoria MN 55386, United States DESCRIPTION: Receiving advisory compensation and paying bills and costs from the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-12 |
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