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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-17 |
Branch Locations
8950 South 52Nd Street Ste #204, Tempe, AZ 85284 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 05/2022 | 09/2025 |
| Unemployed | Madison | WI | 02/2022 | 05/2022 |
| Oxford Global Resources | Madison | WI | 09/2021 | 02/2022 |
| Celerity Staffing Solutions | Middleton | WI | 02/2021 | 09/2021 |
| Unemployed | Madison | WI | 01/2021 | 02/2021 |
| Modis | Madison | WI | 10/2020 | 01/2021 |
| Unemployed | Madison | WI | 06/2020 | 10/2020 |
| Korotev Group | Madison | WI | 05/2020 | 06/2020 |
| Unemployed | Middleton | WI | 04/2020 | 05/2020 |
| Core Bts | Madison | WI | 03/2020 | 04/2020 |
| Oracle | Austin | TX | 02/2019 | 02/2020 |
| Korotev Group | Madison | WI | 05/2016 | 01/2019 |
| University Of Wisconsin-Madison | Madison | WI | 09/2016 | 12/2018 |
| Osaic Wealth, Inc | Tempe | AZ | 09/2025 | Present |
1. LEGACY WEALTH ALLIANCE POSITION: Paraplanner NATURE: PLLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 100 START DATE: 09/22/2025 ADDRESS: 8950 South 52nd Street, Tempe AZ 85284, United States DESCRIPTION: Financial planning collection and input. investment and insurance research and due diligence.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-01 |
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