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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-09 |
| IN | RA | APPROVED | 2023-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quality Hardwood Product, Inc. | North Manchester | IN | 09/2005 | 11/2016 |
| Vineyard Forestry, Llc | North Manchester | IN | 11/2016 | Present |
| Investment Center @ Crossroads Bank | Wabash | IN | 07/2022 | Present |
| Osaic Wealth, Inc. | Wabash | IN | 09/2022 | Present |
1. INSURANCE SALES/INVESTMENT CENTER @CROSSROADS BANK POSITION: Insurance sales agent NATURE: Insurance sales and service INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 ADDRESS: 1205 Cass St., Wabash IN 46992, United States DESCRIPTION: Sales insurance products 2. CROSSROADS BANK POSITION: IAR NATURE: Bank INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 07/07/2022 ADDRESS: 1205 Cass St., Wabash IN 46962, United States DESCRIPTION: Office duties. I work for the Investment Center which is owned by the bank. 3. INVESTMENT CENTER @ CROSSROADS BANK POSITION: IAR NATURE: Investment advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 07/07/2022 ADDRESS: 1205 Cass St., Wabash IN 46992, United States DESCRIPTION: Investment advisor representative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-16 |
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