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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
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-09-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Cornerstone Financial Advisors Llc | Pocatello | ID | 04/2010 | Present |
| Securities America, Inc. | Pocatello | ID | 07/2022 | 06/2024 |
| Arbor Point Advisors | Pocatello | ID | 07/2022 | 11/2024 |
| Osaic Wealth, Inc. | Pocatello | ID | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. DBA - Red Cedar Wealth Advisors 2. RED CEDAR WEALTH ADVISORS LLC POSITION: Financial Advisor for the firm NATURE: I am part of this group for marketing purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2022 ADDRESS: 1414 E Center Street, Pocatello ID 83201, United States DESCRIPTION: This is marketing name that I will be using on my business cards etc. for my securities business. 3. GOOSE BAY HOA POSITION: SECRETARY NATURE: HOME OWNERS ASSOCIATION INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2025 ADDRESS: 3883 n goose bay drive, island park ID 83433, United States DESCRIPTION: ASSOCIATION CORRESPONDENCE AND MEETING ATTENDENCE ONCE A YEAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-01 |
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