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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Urshan Retirement Group, Inc. | Hermantown | MN | 05/2010 | Present |
| Securities America, Inc. | Duluth | MN | 09/2016 | 06/2024 |
| Osaic Wealth, Inc. | Hermantown | MN | 06/2024 | Present |
| Osaic Wealth, Inc. | Hermantown | MN | 06/2024 | Present |
1. URSHAN RETIREMENT GROUP AGENCY POSITION: I am a licensed non-producing assistant in the office NATURE: Licensed Life Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 152 SECURITIES TRADING HOURS: 152 START DATE: 05/30/2017 ADDRESS: 5033 Miller Trunk Hwy, Hermantown MN 55811, United States DESCRIPTION: I am a licensed non-producing assistant in the office 2. NOTARY PUBLIC POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/26/2011 ADDRESS: 5033 Miller Trunk Hwy, Hermantown MN 55811, United States DESCRIPTION: I am a notary public. I have a stamp at our branch office that I use when needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-01 |
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