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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 | 2026-01-14 |
| ID | RA | APPROVED | 2024-01-19 |
| WA | RA | APPROVED | 2024-01-19 |
Branch Locations
3791 W Loxton Loop, Coeur D 'ALene, ID 83815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Coeur D'ALene | ID | 01/2014 | 11/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2018 |
| Woodbury Financial Services Inc | Spokane | WA | 11/2018 | 01/2024 |
| Osaic Wealth, Inc. | Coeur D 'ALene | ID | 01/2024 | Present |
1. SHAWN SEMBAR POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/31/2015 ADDRESS: 1544 E Maidenstone dr, Coeur A dlene ID 83815, United States DESCRIPTION: Own a rental property 2. HANNES FIANCIAL POSITION: Insurance Agent NATURE: Sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/30/2014 ADDRESS: 202 E Spokane Falls BLVD, Spokane WA 99202, United States DESCRIPTION: Sale of fixed insurance products. Including life, ltc , dis and fixed annuities 302, Spokane WA 99202, United States
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-11-11 |
| S65 | Uniform Investment Adviser Law Examination | 2013-10-12 |
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