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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-26 |
| ID | RA | APPROVED | 2021-05-21 |
Branch Locations
1151 E. Iron Eagle Drive Suite 200, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | San Rafael | CA | 08/2016 | 05/2018 |
| Pruco Securities, Llc | Eagle | ID | 05/2018 | 05/2021 |
| The Prudential Insurance Company Of America | Eagle | ID | 05/2018 | 05/2021 |
| Client One Securities Ll | Leawood | KY | 09/2017 | 05/2018 |
| Appreciation Financial | San Rafael | CA | 08/2016 | 05/2018 |
| Osaic Wealth, Inc. | Bellevue | WA | 05/2021 | Present |
| Family Tree Financial | Eagle | ID | 05/2021 | Present |
1. FAMILY TREE FINANCIAL POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 05/28/2021 ADDRESS: 379 E Shore Drive, Eagle ID 83616, United States DESCRIPTION: Provide life and health insurance sales. 2. SCHULEREUX ADVISORS, LLC POSITION: Sole Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/05/2024 ADDRESS: 379 E Shore Dr, Ste 110, Eagle ID 83616, United States DESCRIPTION: This is a business account for where my expenses and fees get paid. I move my commissions to this account after I am paid so that my business account pays my working wage and other business expenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-28 |
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