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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
| OH | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Cincinnati | OH | 01/2009 | 06/2024 |
| Securities America Advisors, Inc. | Lavista | NE | 01/2009 | 06/2024 |
| Anders Juel | Cincinnati | OH | 08/1998 | Present |
| Osaic Wealth, Inc. | Cincinnati | OH | 06/2024 | Present |
| Osaic Wealth, Inc. | Cincinnati | OH | 06/2024 | Present |
1. CLERMONT METROPOLITAN HOUSING AUTHORITY POSITION: Vice Chairperson NATURE: CLERMONT METROPOLITAN HOUSING AUTHORITY, VOLENTEER, BOARD MEMBER, TIME 3% INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/15/2016 ADDRESS: 65 Market Street, Batavia OH 45103, United States DESCRIPTION: Oversight of the Housing Authority Director and staff 2. QUEEN CITY CAPITAL MANAGEMENT POSITION: advisor NATURE: QUEEN CITY CAPITAL MANAGEMENT LLC/REGISTERED INVESTMENT ADVISOR--10% OWNER - 99% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2009 ADDRESS: 212 East 3rd Street Suite 100, Cincinnati OH 45150 DESCRIPTION: 3rd party investment management 3. QUEEN CITY FINANCIAL ADVISORS. LLC POSITION: investment advisor NATURE: ANDERS JUEL/ LIFE & HEALTH INSURANCE SALES --SELF EMPLOYED INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2009 ADDRESS: 212 East 3rd Street Suite 100, Cincinnati OH 45150 DESCRIPTION: Insurance sales 4. FAUL LANE HOMEOWNERS ASSOC POSITION: Treasurer NATURE: FAUL LANE HOMEOWNERS ASSOCIATION/ VOLUNTEER --TREASURER - 1% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2004 ADDRESS: 1575 Faul Lane, Milford OH 45150 DESCRIPTION: Maintain our private road
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-02 |
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