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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
116 S Main St, Baker, MT 59313 • United States
2404 Main St, Miles City, MT 59301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ica | Glendive | MT | 10/2005 | 10/2017 |
| Blue Sky Financial Planning Group | Miles City | MT | 10/2005 | Present |
| Securities America, Inc. | Miles City | MT | 10/2017 | 06/2024 |
| Securities America Advisors | Miles City | MT | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Glendive | MT | 06/2024 | Present |
1. Cusimano Trust Position: Successor trustee Nature: Successor trustee Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 01/01/2012 Address: 49 Wiltshire Drive, Commack NY 11725 2. BIG SKY FINANCIAL PLANNING GROUP POSITION: Advisor NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/23/2017 ADDRESS: 2404 Main Street, Miles City MT 59301 DESCRIPTION: Life Insurance/EIAs 3. BIG SKY FINANCIAL PLANNING GROUP POSITION: Advisor NATURE: Advisory SAA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/23/2017 ADDRESS: 2404 Main Street, Miles City MT 59301 DESCRIPTION: Advisory Business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-04 |
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