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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-19 |
| MN | RA | APPROVED | 2024-10-11 |
| ND | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2013 | 12/2017 |
| Northwestern Mutual Investment Services, Llc | Fargo | ND | 09/2013 | 12/2017 |
| American Trust Center | Minot | ND | 12/2017 | Present |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 01/2018 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. AMERICAN TRUST CENTER -TRUST SERVICES, INVESTMENT OFFICER. START DATE 12/2017. 2. ZENITH MARKETING -FIXED INSURANCE SALES. 10-20 HOURS DEVOTED PER MONTH. 3. BRAVERA PLANNING + INVESTING POSITION: Insurance Agent/Investment Advisor NATURE: This is a DBA for life and annuity sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2021 ADDRESS: 925 20th Ave SW, Minot ND 58701 DESCRIPTION: Broker life insurance and annuity products for clients that have an interest in them.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-22 |
| S66 | Uniform Combined State Law Examination | 2018-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-07 |
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