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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-26 |
Branch Locations
2665 S Moorland Road Suite 208, New Berlin, WI 53151 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forethought Distributors, Llc | Simsbury | CT | 08/2015 | 10/2024 |
| Global Atlantic Financial Company | Simsbury | CT | 08/2015 | 10/2024 |
| Financial Independence Group | Cornelius | NC | 11/2024 | 06/2026 |
| Osaic Wealth Inc | New Berlin | WI | 07/2026 | Present |
TENACITY ADVISORY GROUP POSITION: Affiliated Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/22/2026 ADDRESS: 2700 Vernon Dr., Green Bay WI 54304, United States DESCRIPTION: Share Best Practices
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-08 |
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