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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-24 |
Branch Locations
406 Science Drive Suite 310, Madison, WI 53711-1068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Capital Group | Madison | WI | 05/2019 | 02/2020 |
| Connolly A Division Of Cotiviti | Roseville | MN | 11/2017 | 05/2019 |
| Rheta's Campus Dining Center | Madison | WI | 01/2017 | 05/2017 |
| Kinderplatz Childcare Education Center | Bloomington | MN | 12/2016 | 01/2017 |
| Rheta's Campus Dining Center | Madison | WI | 08/2016 | 12/2016 |
| Unemployed | Richfield | MN | 05/2017 | 11/2017 |
| College Student | Madison | WI | 08/2016 | 05/2017 |
| Lincoln Financial Advisors Corporation | Madison | WI | 02/2020 | 01/2025 |
| Osaic Wealth, Inc. | Madison | WI | 01/2025 | Present |
1) KYLE FALLON 406 SCIENCE DRIVE SUITE 310 MADISON, WI 53711 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: PROVIDE DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE TO CLIENTS. START DATE: 03/02/2021 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-05 |
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