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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-25 |
| ID | RA | APPROVED | 2024-01-09 |
| PA | RA | APPROVED | 2024-01-05 |
Branch Locations
Mt. Pleasant, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Encoder Products Company | Sagle | ID | 06/2021 | Present |
| Amazon | Spokane | WA | 10/2020 | 06/2021 |
| Percussionaire | Ponderay | ID | 03/2020 | 06/2020 |
| Unemployed | Sandpoint | ID | 06/2020 | 10/2020 |
| Montana State University | Bozeman | MT | 08/2016 | 05/2018 |
| Financial Solutions Group | Mt. Pleasant | PA | 05/2019 | 09/2019 |
| Encoder Products Company | Sagle | ID | 05/2016 | 08/2018 |
| Montana State University | Bozeman | MT | 08/2015 | 05/2020 |
| Osaic Wealth, Inc. | Mt. Pleasant | PA | 03/2023 | Present |
1. FINANCIAL SOLUTIONS GROUP POSITION: Retirement Plan Specialist NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/10/2023 ADDRESS: 128 Rosemore Lane, Mount Pleasant PA 15666, United States DESCRIPTION: I help companies that are wan
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-18 |
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