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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-11 |
| WI | RA | APPROVED | 2026-01-30 |
| MN | RA | APPROVED | 2025-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Winona | MN | 12/2021 | 06/2024 |
| Securities America, Inc. | Winona | MN | 09/2021 | 12/2021 |
| Cedar Creek Golf Club | Onalaska | WI | 03/2021 | 09/2021 |
| Michigan State University | East Lansing | MI | 09/2020 | 07/2021 |
| Unemployed | Anaheim | CA | 03/2020 | 11/2020 |
| Los Angeles Angels Of Anaheim | Anaheim | CA | 06/2016 | 03/2020 |
| Securities America Advisors | Winona | MN | 03/2022 | 06/2024 |
| Osaic Wealth, Inc. | Winona | MN | 06/2024 | 04/2025 |
| Osaic Wealth, Inc. | Winona | MN | 06/2024 | 04/2025 |
| Ameriprise Financial Services, Llc | Lacrosse | WI | 04/2025 | 10/2025 |
| Osaic Wealth, Inc. | Winona | MN | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-04 |
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