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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-24 |
Branch Locations
200 Southdale Center Suite 157, Edina, MN 55435 • United States
200 Southdale Ctr Office Number 192, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | Edina | MN | 04/2009 | 01/2025 |
| Osaic Wealth, Inc. | Edina | MN | 01/2025 | Present |
1) ORIOLE FINANCIAL SERVICES, INC. 7701 FRANCE AVENUE SOUTH SUITE 100 EDINA, MN 55435 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE PRODUCTS. START DATE: 07/2018 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0. 2) ORIOLE FINANCIAL SERVICES INC POSITION: Owner NATURE: S Corp to pay taxes and potentially become my marketing name INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2018 ADDRESS: 200 Southdale Center STE 157, Edina MN 55435, United States DESCRIPTION: S Corp to pay taxes and potentially become my marketing name 3) COLIN HOHMAN POSITION: Agent NATURE: Provide insurance solutions to clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2018 ADDRESS: 200 Southdale Center STE 157, Edina MN 55435, United States DESCRIPTION: Actively work with clients and prospects in providing insurance solutions that fit their needs 4) TRUSTEE FOR PARENTS TRUST: GRACE HENRY HOHMAN & JEFFREY R. HOHMAN POSITION: Trustee NATURE: I become co-trustee with my Brother upon the death of my parents. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/10/2019 ADDRESS: 200 Southdale Center STE 157, Edina MN 55435, United States DESCRIPTION: I will perform the duties of a co-trustee upon the death of my parents.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-01 |
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