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Mark Joseph Debourg

Osaic Wealth, Inc.

Billings, MT

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2022-04-06
  • MT RA
    APPROVED
    Since 2022-04-06

Branch Locations

490 North 31 St Street Suite 217, Billings, MT 59101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
A I M Distributors, Inc. Houston TX 12/1998 05/2019
Aim Private Asset Management, Inc. Houston TX 04/2002 05/2019
Invesco Advisers, Inc. Atlanta GA 01/2010 05/2019
First Financial Equity Corporation Billings MT 06/2019 Present
Royal Alliance Associates, Inc. Billings MT 04/2022 Present
Ridgeline Wealth Partners Billings MT 03/2022 Present
  • 12/1998 → 05/2019
    A I M Distributors, Inc.
    Houston, TX
  • 04/2002 → 05/2019
    Aim Private Asset Management, Inc.
    Houston, TX
  • 01/2010 → 05/2019
    Atlanta, GA
  • 06/2019 → Present
    First Financial Equity Corporation
    Billings, MT
  • 04/2022 → Present
    Royal Alliance Associates, Inc.
    Billings, MT
  • 03/2022 → Present
    Ridgeline Wealth Partners
    Billings, MT
Previous Registrations
  • 2019-06-04 → 2022-05-03
    Ffec Wealth Partners Llc
    Billings, MT
    Scottsdale, AZ
    Scottsdale, AZ
  • 2010-01-01 → 2019-06-03
    Atlanta, GA
    Atlanta, GA
  • 2002-06-07 → 2010-01-01
    Invesco Aim Private Asset Management, Inc.
    Houston, TX
Other Businesses

1) RIDGELINE WEALTH PARTNERS POSITION: Insurance agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/08/2022 ADDRESS: 490 North 31st Street, Suite 217, Billings MT 59101, United States DESCRIPTION: Insurance Sales and Service for multiple carriers 2) HEADWATERS CAPITAL LLC POSITION: I am the president of the entity. NATURE: This is an LLC that I set up at the recommendation of my CPA. This is the structure under which i pay the taxes on the income I earn while working at a 1099 contractor for Osaic. There is no other business purpose for the entity. I don't market under the name or provide any products or services. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 251 Annandale Rd, Billings MT 59105-3554, United States DESCRIPTION: I am the dirctor/president of the LLC. As I described above, this is nothing more than the legal structure under which I report and pay taxes.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-04-06
S63 Uniform Securities Agent State Law Examination 1999-03-05
  • S66 Uniform Combined State Law Examination
    2002-04-06
  • S63 Uniform Securities Agent State Law Examination
    1999-03-05

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