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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-05-26
  • IN RA
    APPROVED
    Since 2026-05-26

Branch Locations

9602 Coldwater Road Suite 100, Fort Wayne, IN 46825 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Osaic Fort Wayne IN 08/2024 Present
Cap N Cork Liquor Store Fort Wayne IN 11/2017 08/2018
Elite Window Cleaning Fort Wayne IN 05/2020 09/2022
Unemployed/Student Fort Wayne IN 08/2014 10/2017
Star Bank/Financial Fort Wayne IN 05/2021 08/2021
Unemployed Bloomington IN 08/2018 05/2019
Cap N Cork Fort Wayne IN 05/2019 08/2019
Unemployed- Sophomore Year At Indiana University Bloomington IN 08/2019 06/2020
Cap N Cork Fort Wayne IN 06/2020 08/2020
Unemployed Bloomington IN 08/2020 05/2021
Unemployed Bloomington IN 08/2021 05/2022
Self- Employed Fort Wayne IN 08/2022 05/2024
  • 08/2024 → Present
    Osaic
    Fort Wayne, IN
  • 11/2017 → 08/2018
    Cap N Cork Liquor Store
    Fort Wayne, IN
  • 05/2020 → 09/2022
    Elite Window Cleaning
    Fort Wayne, IN
  • 08/2014 → 10/2017
    Unemployed/Student
    Fort Wayne, IN
  • 05/2021 → 08/2021
    Star Bank/Financial
    Fort Wayne, IN
  • 08/2018 → 05/2019
    Unemployed
    Bloomington, IN
  • 05/2019 → 08/2019
    Cap N Cork
    Fort Wayne, IN
  • 08/2019 → 06/2020
    Unemployed- Sophomore Year At Indiana University
    Bloomington, IN
  • 06/2020 → 08/2020
    Cap N Cork
    Fort Wayne, IN
  • 08/2020 → 05/2021
    Unemployed
    Bloomington, IN
  • 08/2021 → 05/2022
    Unemployed
    Bloomington, IN
  • 08/2022 → 05/2024
    Self- Employed
    Fort Wayne, IN
Other Businesses

1. WATERCUTTER FINANCIAL LLC POSITION: registered assistant NATURE: Financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 03/12/2025 ADDRESS: 9602 Coldwater Road Suite 100, Fort Wayne IN 46825, United States DESCRIPTION: Going through follow ups for clients. Work with the advisor to make new recommendations for clients for model portfolios.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-22
  • S66 Uniform Combined State Law Examination
    2026-05-22

View on SEC IAPD

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