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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Miles City | MT | 04/2023 | 06/2024 |
| Miles Community College | Miles City | MT | 06/2002 | Present |
| Securities America Advisors | Miles City | MT | 03/2024 | 06/2024 |
| Osaic Wealth, Inc. | Miles City | MT | 06/2024 | Present |
| Osaic Wealth, Inc. | Miles City | MT | 06/2024 | Present |
1. INSURANCE POSITION: Sales NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 05/20/2025 ADDRESS: 2404 Main Street, Miles City MT 59301, United States DESCRIPTION: Insurance sales 2. MILES COMMUNITY COLLEGE POSITION: Assistant Baseball Coach NATURE: College/Academics INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 2715 Dickinson Ave, Miles City MT 59301, United States DESCRIPTION: Assistant baseball coach, practices and game day responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-26 |
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