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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-24 |
| WY | RA | APPROVED | 2025-03-25 |
Branch Locations
312 Whitney Lane Suite 2, Sheridan, WY 82801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sheridan County School District No. 2 | Sheridan | WY | 07/2016 | 07/2018 |
| Branded Bookkeeping, Llc (Self Employed) | Buffalo | WY | 07/2018 | 03/2024 |
| Eliason Financial | Sheridan | WY | 03/2024 | Present |
| Osaic Wealth, Inc | Sheridan | WY | 09/2024 | Present |
1. VERITY GROUP CPA, LLC POSITION: Silent Partner NATURE: LLC Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: 75 North Main Street, Buffalo WY 82834, United States DESCRIPTION: BRANDED BOOKKEEPING MERGED WITH VERITY GROUP CPA, LLC. MINORITY OWNERSHIP (20%) OF VERITY GROUP CPA WAS AQUIRED AS PARTOF THE AQUISITION. 2. BUFALO LAND & PROPERTY, LLC POSITION: Silent Partner NATURE: LLC Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2021 ADDRESS: 75 North Main Street, Buffalo WY 82834, United States DESCRIPTION: REVIEW MONTHLY FINANCIALS WITH THE LLC'S MANAGING MEMBER,TRAVIS LAWRENCE. ONE ANNUAL MEETING IS HELD BETWEENPARTNERS TO DISCUSS TAXES, CURRENT TENANTS, AND RENTNEGOTIATIONS. 3. MAIN STREET BLUE SKIES, LLC POSITION: Member Investor NATURE: LLC Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: 33 North Main Street, Buffalo WY 82834, United States DESCRIPTION: REVIEW MONTHLY FINANCIALS, WHICH ONLY INCLUDE UTILITIES ASTHE PROPERTY IS CURRENTLY UNOCCUPIED. 4. CAMINO PROPERTIES, LLC POSITION: Member NATURE: LLC Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: 55 E Benteen Street, Buffalo WY 82834, United States DESCRIPTION: REVIEW MONTHLY FINANCIALS, WHICH ONLY INCLUDE UTILITIES, ASTHE PROPERTY IS CURRENTLY OCCUPIED BY MY PARTNER AND ME. 5. ELIASON FINANCIAL LLC POSITION: Financial Advisor NATURE: Limited Liability Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 09/01/2024 ADDRESS: 312 Whitney Lane, Suite 2, Sheridan WY 82801, United States DESCRIPTION: Office Administration Registered Agent / IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-24 |
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