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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 | 2024-06-20 |
| IL | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp, Inc. | Miami Lakes | FL | 10/1988 | 07/2020 |
| Investacorp Advisory Services, Inc. | Miami Lakes | FL | 01/1996 | 07/2020 |
| Securities America, Inc. | Rockford | IL | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Rockford | IL | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Rockford | IL | 06/2024 | Present |
INSURANCE SERVICES POSITION: Insurance Agent NATURE: Insurance Business INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 07/17/2020 ADDRESS: 429 Phelps Ave Suite 709, Rockford IL 61108, United States DESCRIPTION: Insurance related products and services offered to clients. DBA - Financial Designs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1982-06-01 |
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