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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-09 |
| OH | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Cincinnati | OH | 01/2023 | 06/2024 |
| Roi Dna | San Francisco | CA | 06/2020 | 01/2022 |
| C3 Insignts Llc | Cincinnati | OH | 05/2019 | 06/2020 |
| Creative Department | Cincinnati | OH | 11/2017 | 05/2019 |
| Gyro | Cincinnati | OH | 08/2014 | 11/2017 |
| Securities America, Inc. | Cincinnati | OH | 01/2022 | 01/2023 |
| Securities America Advisors | Cincinnati | OH | 01/2024 | 06/2024 |
| Osaic Wealth, Inc. | Cincinnati | OH | 06/2024 | Present |
| Osaic Wealth, Inc. | Cincinnati | OH | 06/2024 | Present |
CHARLES ROWLAND INSURANCE POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/25/2022 ADDRESS: 212 E. Third Street, Suite 100, Cincinnati OH 45202, United States DESCRIPTION: Research and recommending insurance products and writing policies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-19 |
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