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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Casper | WY | 09/1988 | 04/2024 |
| Lincoln Financial Advisors | Casper | WY | 04/2024 | 01/2025 |
| Osaic Wealth, Inc. | Casper | WY | 01/2025 | Present |
1. STEVE MOORE 643 S. DURBIN ST., CASPER, WY 82601 CATEGORY: INSURANCE INVESTMENT RELATED: NO TITLE: AGENT DUTIES: OFFERS DISABILITY AND TRADITIONAL LIFE INSURANCE ALONG WITH FIXED-INDEXED AND FIXED ANNUITIES. START DATE: 03/2024 HOURS PER MONTH: 50 HOURS PER MONTH DURING TRADING HOURS: 50 2. STEVEN MOORE - INSURANCE POSITION: Agent NATURE: Offers Disability and Traditional Life Insurance along with Fixed and Fixed-Indexed Annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 03/15/2024 ADDRESS: 643 S Durbin, Casper WY 82601, United States DESCRIPTION: Offers Disability and Traditional Life Insurance along with Fixed and Fixed-Indexed Annuities. 3. KELD LLC POSITION: advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 04/01/2024 ADDRESS: 643 S. Durbin, Casper WY 82601, United States DESCRIPTION: Investment advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-04-19 |
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