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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-06-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Las Vegas | NV | 12/2015 | 08/2017 |
| Massmutual Life Insurance Company | Las Vegas | NV | 08/2017 | 01/2018 |
| Mml Investors Services | Las Vegas | NV | 10/2017 | 01/2018 |
| Westpac Wealth Partners - Guardian Life | Las Vegas | NV | 01/2018 | 07/2018 |
| Securities America, Inc. | Las Vegas | NV | 07/2018 | 06/2024 |
| Cooper Financial Group | Las Vegas | NV | 07/2018 | 02/2020 |
| Securities America Advisors | Las Vegas | NV | 02/2020 | 06/2024 |
| Osaic Wealth, Inc. | Las Vegas | NV | 06/2024 | Present |
1. BRANDON KATZ POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 20 START DATE: 08/31/2017 ADDRESS: 8000 Badura Ave Unit 1116, Las Vegas NV 89113, United States DESCRIPTION: Life Insurance & Annuity sales and servicing. Medicare Advantage and Supplement Plans sales and servicing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-05 |
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