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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-21 |
| SD | RA | APPROVED | 2024-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Embrace Church | Sioux Falls | SD | 04/2016 | 12/2017 |
| Thrivent Investment Management Inc | Sioux Falls | SD | 12/2017 | 02/2024 |
| Thrivent Financial | Appleton | WI | 01/2018 | 06/2018 |
| Thrivent Financial | Appleton | WI | 06/2018 | 02/2024 |
| Osaic Wealth Inc | Sioux Falls | SD | 02/2024 | Present |
1. LIT LLP POSITION: 1 of 6 managing partners with the LLP NATURE: Legacy Investment Team (LIT) which is Limited Liability Partnership (LLP).The LIT LLP holds passive investments. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2015 ADDRESS: 1806 E. Sequoia Trail, Sioux Falls SD 57103, United States DESCRIPTION: I do have voting rights, check writing privileges, and ability to take a salary. 2. MEADOWLAND FINANCIAL GROUP POSITION: Senior Partner/Advisor NATURE: Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2024 ADDRESS: 7505 S. Louise Ave, Sioux Falls SD 57108, United States DESCRIPTION: Financial Planning business for clients and assisting them with their financial plans. This includes prepping for meetings, research investments and helping with trade requests within accounts. 3. INTEGRITY WEALTH DEVELOPMENT, LLC POSITION: Senior Partner/Advisor NATURE: Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/20/2024 ADDRESS: 7505 S. Louise Ave., Sioux Falls SD 57108, United States DESCRIPTION: Financial Planning business for clients and assisting them with their financial plans. This includes prepping formeetings, research investments and helping with trade requests within accounts. 4. BOOK - GREEN LIGHT MILLIONAIRE POSITION: Author NATURE: It's a book I have written about how to help people think differently about their finances. It will be run through my LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 8 START DATE: 07/01/2025 ADDRESS: 7505 S. Louise Ave., Sioux Falls SD 57108, United States DESCRIPTION: Book is set to be published on 11/13/25. It's already been submitted to Red Oak and Compliance. Once book is published I will likely have much less hours involved, just more hours now with editing and proofing process.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-22 |
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