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3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-30 |
| MD | RA | APPROVED | 2026-01-27 |
Branch Locations
3061 Allied Street Suite B, Green Bay, WI 54304 • United States
3061 Allied Street Suite B, Green Bay, WI 54304 • USA
Elkridge, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Associates Marketing Corp | Elkridge | MD | 12/1988 | Present |
| Securities America, Inc. | Elkridge | MD | 02/1989 | 06/2024 |
| Verus Capital Partners, Llc | Elkridge | MD | 11/2014 | 10/2020 |
| The Patriot Financial Group | Westborough | MA | 10/2020 | 02/2023 |
| Securities America Advisors | Elkridge | MD | 02/2023 | 06/2024 |
| Osaic Wealth, Inc. | Elkridge | MD | 06/2024 | Present |
| Osaic Wealth, Inc. | Elkridge | MD | 06/2024 | Present |
**ASSOCIATES MARKETING LLC-NOT INVESTMENT RELATED-7108 MILLBURY COURT- INSURANCE LIFE HEALTH AND ANNUITY/ 5 HOURS/WEEK, ESTATE PLANNING/5 HOURS/WEEK, GOLD AND SILVER CONSULTANT/5 HOURS/WEEK- AGENT/OWNER- START DATE: 1980
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-25 |
| S65 | Uniform Investment Adviser Law Examination | 1995-10-03 |
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