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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Snow Associates | Kokomo | IN | 04/1981 | Present |
| Sii Investments, Inc. | Kokomo | IN | 01/1998 | 11/2017 |
| Woodbury Financial Services Inc | Kokomo | IN | 11/2017 | 01/2024 |
| Osaic Wealth, Inc. | Kokomo | IN | 01/2024 | Present |
1) SFS WEALTH MANAGEMENT POSITION: Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1981 ADDRESS: 521 E Lincoln RD, Kokomo IN 46902, United States. DESCRIPTION: I sell traditional insurance products 2) LINCOLN ROAD LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 521 E Lincoln RD, Kokomo IN 46902, United States. DESCRIPTION: I own commercial office building that is rented out jointly with my wife. There are 2 properties in the LLC, one being the office that I am located in.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-18 |
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