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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Centers Of America, Inc. | Miles City | MT | 07/2014 | 10/2017 |
| Securities America, Inc. | Miles City | MT | 10/2017 | 06/2024 |
| Securities America Advisors | Miles City | MT | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Miles City | MT | 06/2024 | Present |
| Osaic Wealth, Inc. | Miles City | MT | 06/2024 | Present |
1) Miles Community College Position: Board Member Nature: Board member on the Miles Community College Board of Trustees. Investment Related: No Hours: 4 Securities Trading Hours: 1 Start Date: 05/29/2017 Address: 2715 Dickinson St., MILES CITY MT 59301 2) CCEF Position: Board Member Nature: I am a board member on the Custer County Educational Foundation Board of Trustees. Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 08/01/2004 Address: PO Box 1092, MILES CITY MT 59301 3) Insurance Position: Sales Nature: Insurance sales Investment Related: Yes Hours: 8 Securities Trading Hours: 8 Start Date: 10/23/2017 Address: 2404 Main Street, MILES CITY MT 59301 4) SAA Position: Advisory Nature: Advisory Investment Related: Yes Hours: 80 Securities Trading Hours: 80 Start Date: 10/23/2017 Address: 2404 Main Street, MT 59301 5) Big Sky Financial Planning Group - DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-23 |
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