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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2024-06-14 |
Branch Locations
419 Riverwood Dr Ste 102, Bismarck, ND 58504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Advisors | Bismarck | ND | 05/2016 | 06/2024 |
| Osaic Wealth, Inc. | Bismarck | ND | 06/2024 | Present |
| Osaic Wealth, Inc. | Bismarck | ND | 06/2024 | Present |
| Securities America, Inc. | Bismarck | ND | 05/2016 | 06/2024 |
1. Felchle Farms, Inc. - Position: Owner and Operator - Nature: Farming Operations - Investment Related: No - Hours: 10 - Securities Trading Hours: 10 - Start Date: 1/1996 - Address: 2330 Pointe Loop, Bismarck ND 58503 2. Diversified Wealth Management - DBA 3. Steven Felchle - Nature: Insurance Sales - Position: Agent - Investment Related: Yes - Start Date: 1/1999 - Address: 419 Riverwood Dr Ste 102, Bismarck ND 58504 4. DIVERSIFIED WEALTH MANAGEMENT POSITION: Agent NATURE: Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2016 ADDRESS: 419 Riverwood Drive, Bismarck ND 58504 DESCRIPTION: Help clients in regards to their insurance needs 5. FELCHLE FARMS, INC. POSITION: Owner and operator NATURE: Farming Operations INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/1996 ADDRESS: 2330 Pointe Loop, Bismarck ND 58503, United States DESCRIPTION: I own and operate this sub-chapter S corporations which is involved in general grain farming operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-12-15 |
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