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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-29
MN RA APPROVED 2025-11-18
  • TX RA
    APPROVED
    Since 2026-01-29
  • MN RA
    APPROVED
    Since 2025-11-18

Branch Locations

2422 E 117Th St, Burnsville, MN 55337 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Investment Management Inc. Blaine MN 02/2024 10/2024
Zed Media Cushing MN 11/2021 01/2024
Key Bank Endicott NY 07/2021 11/2021
Citizens Bank Cortland NY 06/2019 07/2021
United States Navy Norfolk VA 09/2014 09/2018
Virginia Wesleyan University Virginia Beach VA 02/2018 06/2019
Thrivent Financial Appleton WI 04/2024 10/2024
Empower Financial Services, Inc Greenwood Village CO 11/2024 07/2025
Osaic Wealth, Inc. Burnsville MN 08/2025 Present
  • 02/2024 → 10/2024
    Thrivent Investment Management Inc.
    Blaine, MN
  • 11/2021 → 01/2024
    Zed Media
    Cushing, MN
  • 07/2021 → 11/2021
    Key Bank
    Endicott, NY
  • 06/2019 → 07/2021
    Citizens Bank
    Cortland, NY
  • 09/2014 → 09/2018
    United States Navy
    Norfolk, VA
  • 02/2018 → 06/2019
    Virginia Wesleyan University
    Virginia Beach, VA
  • 04/2024 → 10/2024
    Thrivent Financial
    Appleton, WI
  • 11/2024 → 07/2025
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 08/2025 → Present
    Burnsville, MN
Other Businesses

1. MIZUNO GOLF POSITION: Technical Representative NATURE: I travel around to golf courses around the Twin Cities area to conduct custom golf fittings. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2022 ADDRESS: 67 173rd lane NW, Andover MN 55304, United States DESCRIPTION: Travel around to golf courses, interact with golfers to customize a golf set for them while using high quality technology within the golf industry (ie Trackman launch monitor)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-17
S63 Uniform Securities Agent State Law Examination 2024-06-14
  • S65 Uniform Investment Adviser Law Examination
    2025-11-17
  • S63 Uniform Securities Agent State Law Examination
    2024-06-14

View on SEC IAPD

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