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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ellis Chiropractic | Blackfoot | ID | 08/1998 | Present |
| Centaurus Financial, Inc | Anaheim | CA | 09/2022 | 05/2023 |
| Securities America, Inc. | Pocatello | ID | 09/2023 | 06/2024 |
| Securities America Advisors | Pocatello | ID | 09/2023 | 06/2024 |
| Arbor Point Advisors | Pocatello | ID | 09/2023 | 11/2024 |
| Osaic Wealth, Inc. | Pocatello | ID | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
DBA: Red Cedar Wealth ARBOR POINT ADVISORS POSITION: investment advisor NATURE: Arbor Point Advisors: investment advising and financial planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 96 SECURITIES TRADING HOURS: 20 START DATE: 08/22/2023 ADDRESS: 12325 Port Grace Blvd, La Vista NE 68128 DESCRIPTION: investment advising and financial planning SECURITIES AMERICA ADVISORS POSITION: investment advisor NATURE: Securities America - investment advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 20 START DATE: 08/22/2023 ADDRESS: 10 Exchange Place, suite 1410, Jersey City NJ 07302 DESCRIPTION: investment advising and financial planning ELLIS CHIROPRACTIC POSITION: Owner/ treating physician NATURE: I am a chiropractor. I have been in practice for 25 years full time until I had a [REDACTED] and am now practicing only 3 days a week with plans to now be an advisor 2-3 days a week. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 84 START DATE: 08/01/1998 ADDRESS: 512 W Judicial St, Blackfoot ID 83221 DESCRIPTION: Evaluate and treat patients with chiropractic problems. VALDEN AND VALERIE ELLIS POSITION: Co owner NATURE: Real estate business with my wife, we own residential duplexes. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/02/2019 ADDRESS: 59 S 600 W, Blackfoot ID 83221 DESCRIPTION: Follow up on property managers and pay the bills.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-09 |
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