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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-19 |
| MN | RA | APPROVED | 2025-08-04 |
Branch Locations
10900 Wayzata Boulevard Suite 850, Minnetonka, MN 55305 • United States
4815 W Arrowhead Rd Suite 230, Duluth, MN 55811 • United States
Duluth, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Wausau | WI | 11/2017 | 06/2018 |
| Principal Securities Inc | Wausau | WI | 11/2017 | 06/2018 |
| Uas Labs Inc | Wausau | WI | 02/2014 | 10/2017 |
| Endersbe, Herron, And Associates | Duluth | MN | 06/2018 | 01/2024 |
| Sagepoint Financial, Inc. | Duluth | MN | 06/2018 | 04/2019 |
| Sagepoint Financial, Inc. | Duluth | MN | 04/2019 | 09/2023 |
| Osaic Wealth, Inc. | Duluth | MN | 09/2023 | 01/2024 |
| Midwest Professional Planners, Ltd. | Duluth | MN | 01/2024 | 11/2024 |
| Midwest Professional Planners, Ltd. | Duluth | MN | 11/2024 | 08/2025 |
| Osaic Wealth, Inc. | Minnetonka | MN | 08/2025 | Present |
1. VEDADI WEALTH MANAGEMENT LLC POSITION: Paraplanner/Financial Advisor NATURE: LLC entity employs client service staff. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/04/2025 ADDRESS: 10900 Wayzata Blvd, Suite 850, Minnetonka MN 55305, United States DESCRIPTION: Client service and financial plan preparation and analysis. 2. AMANDA M UNGER POSITION: Other - Self NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/04/2025 ADDRESS: 10900 Wayzata Boulevard, Suite 850, Minnetonka MN 55305, United States DESCRIPTION: Insurance sales through Osaic Wealth, Inc. 3. NOTARY PUBLIC POSITION: Notary Public NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 10900 Wayzata Blvd, Minnetonka MN 55305, United States DESCRIPTION: Notary Public services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-26 |
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