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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-24 |
| WY | RA | APPROVED | 2025-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2014 | 10/2025 |
| Osaic Wealth, Inc. | Casper | WY | 10/2025 | Present |
1. WYOMING RESCUE MISSION POSITION: Board Treasurer NATURE: Non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2023 ADDRESS: 230 N Park St, Casper WY 82601, United States DESCRIPTION: Attend and facilitate monthly finance committee meetings with the Director of Finance Present monthly finance report to board members Make recommendations to the board when changes are needed to keep day-to-day operations running smoothly 2. NEXT GENERATION WEALTH MANAGEMENT POSITION: Insurance Producer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/31/2025 ADDRESS: 643 S Durbin, Casper WY 82601, United States DESCRIPTION: Access the need for protection, recommend and sell insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-17 |
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