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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-23 |
| MI | RA | APPROVED | 2024-08-23 |
| NV | RA | APPROVED | 2024-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.J.B. Hilliard, W.L. Lyons, Inc. | Ann Arbor | MI | 06/2000 | 03/2019 |
| Triad Advisors | Norcross | GA | 04/2019 | 08/2024 |
| Osaic Wealth, Inc. | Colorado Springs | CO | 08/2024 | Present |
1)Sirvaitis O'Brien LLLP;not investment related;3715 Hill Circle,Colorado Springs,CO 80904;rental homes;partner/owner;2010;5 hrs/month;<1 hr during trading;pay bills,meet w/CPA,review tenant apps 2)Sirvaitis-O'Brien Wealth Management;investment related;3715 Hill Circle,Colorado Springs,CO 80904;general partnership;wealth manager;1/2023;160 hrs/month;130 hrs during trading;provide financial services such as investment advice and portfolio management,client telecon and in person meetings for portfolio reviews and/or recommendations for investment changes,process client requests,maintain individual client files,review asset allocation choices with clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-29 |
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