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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-10-10 |
Branch Locations
1119 4Th Street Suite 212, Sioux City, IA 51101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Sioux City | IA | 04/2016 | 06/2024 |
| Securities America Advisors | Sioux City | IA | 05/2018 | 06/2024 |
| Osaic Wealth, Inc. | Sioux City | IA | 06/2024 | 07/2025 |
| Osaic Wealth, Inc. | Sioux City | IA | 06/2024 | 07/2025 |
| Osaic Wealth, Inc. | Sioux City | IA | 10/2025 | Present |
***Lifetime Retirement Partners POSITION: Registered Representative NATURE: Insurance sells of various Life and Health products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 9/26/2025 ADDRESS: 1119 4th Street, Suite 212, Sioux City IA 51101 DESCRIPTION: Review clients needs and recommend investments, insurances and other advice related to the personal needs. ***Lifetime Retirement Partners POSITION: Wealth Manager NATURE: Advising clients on various financial planning and retirement planning and the money managers to utilize to support those plans. INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 120 START DATE: 09/26/2025 ADDRESS: 1119 4th Street, Suite 212, Sioux City IA 51101 DESCRIPTION: I will be advising on Social Security strategies, review portfolio analyses, developing Income for Life plans, various insurance solutions, money manager solutions, product recommendations, and other advise related to my clients. ***FUTURITY FIRST POSITION: Registered Representative NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 20 START DATE: 10/13/2025 ADDRESS: 8420 W. Dodge Road, Omaha NE 68114, United States DESCRIPTION: Insurance sells of various Life and Health Products, including Fixed and Fixed Indexed Annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-29 |
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