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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nebraska Department Of Insurance | Lincoln | NE | 06/2011 | 04/2017 |
| Personal Lawn Care | Lincoln | NE | 05/2008 | 12/2016 |
| Woodbury Financial Services Inc | Lincoln | NE | 05/2017 | 01/2024 |
| Osaic Wealth, Inc. | Lincoln | NE | 01/2024 | Present |
1. MIDWEST FINANCIAL GROUP, INC. DBA FINANCIAL PARTNERS POSITION: Director NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 11/09/2017 ADDRESS: 5831 South 58th ST, Suite D, Lincoln NE 68516, United States DESCRIPTION: -Sell and service traditional insurance products.-Assist managing rep David Florell's book of securities business through Osaic Wealth Inc. Main duty includes market research.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-14 |
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