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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 | 2026-01-15 |
| WI | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group | Houston | TX | 07/2014 | 12/2016 |
| Securities America, Inc. | Kimberly | WI | 12/2016 | 06/2024 |
| Securities America Advisors, Inc. | Kimberly | WI | 12/2016 | 06/2024 |
| Osaic Wealth, Inc. | Kimberly | WI | 06/2024 | Present |
1) HIGHLAND CAPITAL POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/31/2017 ADDRESS: 717 Eisenhower Dr, Kimberly WI 54136 DESCRIPTION: I will be utilizing Highland Capital mostly for term life insurance for clients that have that need.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-03 |
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