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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-01-19
  • IA RA
    APPROVED
    Since 2024-01-19

Branch Locations

1200 Valley West Dr Suite 502, West Des Moines, IA 50266 • 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
Expedition Wealth Management West Des Moines IA 02/2018 Present
Northwest Bank West Des Moines IA 01/2015 02/2018
Woodbury Financial Services Inc West Des Moines IA 02/2022 01/2024
Osaic Wealth, Inc. West Des Moines IA 01/2024 Present
Osaic West Des Moines IA 04/2024 Present
  • 02/2018 → Present
    Expedition Wealth Management
    West Des Moines, IA
  • 01/2015 → 02/2018
    Northwest Bank
    West Des Moines, IA
  • 02/2022 → 01/2024
    Woodbury Financial Services Inc
    West Des Moines, IA
  • 01/2024 → Present
    West Des Moines, IA
  • 04/2024 → Present
    Osaic
    West Des Moines, IA
Previous Registrations
  • 2022-06-14 → 2024-01-19
    Woodbury Financial Services, Inc.
    West Des Moines, IA
Other Businesses

1. EXPEDITION WEALTH MANAGEMENT POSITION: Director of Operations NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/02/2018 ADDRESS: 1200 Valley West Drive, Suite 502, West Des Moines IA 50266, United States DESCRIPTION: Director of Operations. Prep for client meetings and training/assisting staff. 2. EXPEDITION WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/14/2022 ADDRESS: 1200 Valley West Drive, Suite 502, West Des Moines IA 50266, United States DESCRIPTION: Financial Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-13
  • S66 Uniform Combined State Law Examination
    2022-06-13
Other Names
  • Dylan Lang
  • Dylan Giffin Lang

View on SEC IAPD

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