Stephen Blair Packulak

Current Employers

Employment History

• 02/2007 → 10/2019
  First International Bank & Trust
  Minot, ND
• 11/2017 → 10/2019
  Lpl Financial
  Minot, ND
• 02/2007 → 11/2017
  Investment Centers Of America, Inc.
  Harvey, ND
• 06/2020 → 12/2022
  Securities America, Inc.
  Minot, ND
• 10/2019 → Present
  United Community Bank Of Nd
  Minot, ND
• 06/2020 → 12/2021
  Securities America Advisors
  Minot, ND
• 02/2023 → 10/2024
  American Portfolios Financial Services Inc.
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2023-02-22 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2020-06-22 → 2021-12-15
  Securities America Advisors, Inc.
  Minot, ND
• 2017-11-29 → 2019-10-09
  Lpl Financial Llc
  Minot, ND
  Fessenden, ND
  Harvey, ND
• 2009-03-09 → 2017-11-29
  Investment Centers Of America, Inc.
  Harvey, ND
  Minot, ND
  Minot, ND
  Fessenden, ND

Other Businesses

1) APA POSITION: IAR NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 44 SECURITIES TRADING HOURS: 44 START DATE: 02/9/2023 ADDRESS: 925 20th Ave SW, Minot ND 58701 DESCRIPTION: Solicit based on client needs. 2) INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 06/16/2020 ADDRESS: 2612 Heritage Dr, Minot ND 58703 DESCRIPTION: Solicit based on client needs. 3) LOAN OFFICER - UCB OF NORTH DAKOTA POSITION: Loan Officer NATURE: Loan Officer INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/02/2019 ADDRESS: 925 20th Ave SW, Minot ND 58701 DESCRIPTION: Underwrite loans, approve wire transfers. 4) BOARD MEMBER - MINOT HOCKEY BOOSTER POSITION: Board member NATURE: Board member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/02/2018 ADDRESS: 2501 W Burdick Expy, Minot ND 58701 DESCRIPTION: Volunteer board meetings assist with decisions relating to the youth hockey program. I do not receive compensation as a volunteer board member. 5) BRAVERA BANK POSITION: Business Banking Officer NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/02/2019 ADDRESS: 925 20th Ave SW, Minot ND 58701, United States DESCRIPTION: Underwrite loans, approve wire transfers

Exams

• S66 Uniform Combined State Law Examination
  2009-02-19