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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-24 |
| WI | RA | APPROVED | 2025-01-24 |
Branch Locations
20800 Swenson Drive Suite 410, Waukesha, WI 53186-4000 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Chicago | IL | 06/1998 | 01/2025 |
| Osaic Wealth, Inc. | Waukesha | WI | 01/2025 | Present |
1) SCOTT DOLVEN - 20800 SWENSON DR STE 410, WAUKESHA, WI 53072 CATEGORY: NOTARY PUBLIC INVESTMENT RELATED: NO TITLE: NOTARY DUTIES: NOTARIZE DOCUMENTS START DATE: 7/1/2021 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0 2)SCOTT DOLVEN 20800 SWENSON DR STE 410 WAUKESHA, WI 53186-4000 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SALE AND SERVICE OF DISABILITY INSURANCE, FIXED ANNUITIES, LONG-TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 7/15/1970 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-11-08 |
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