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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Eugene | OR | 10/2025 | Present |
| Northwest Retirement Services (Osaic Wealth) | Eugene | OR | 04/2023 | 10/2025 |
| Pacific Cascade Federal Credit Union | Eugene | OR | 07/2022 | 04/2023 |
| Rack Room Shoes | Springfield | OR | 05/2020 | 07/2022 |
| Unemployed | Veneta | OR | 03/2020 | 05/2020 |
| Panda Restaurants Llc | Eugene | OR | 07/2019 | 03/2020 |
| Northwest Retirement Services | Eugene | OR | 05/2019 | 07/2019 |
| Marist Catholic And Sheldon High Schools & Willamette Christian | Eugene | OR | 09/2015 | 05/2019 |
1. NORTHWEST RETIREMENT SERVICES POSITION: Notary Public NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/31/2023 ADDRESS: 1143 Oak Street, Eugene OR 97401, United States DESCRIPTION: Notarial certifications. 2. NORTHWEST RETIREMENT SERVICES POSITION: Executive Assistant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 173 START DATE: 04/13/2023 ADDRESS: 1143 Oak St, Eugene OR 97401, United States DESCRIPTION: answer phones; update client information; prep appointments; process checks, applications, documents; follow up on pending business; file maintenance; greet clients; send correspondence on behalf of advisor; distribute mail; acting in non-registered capacity, holding SIE and Series 7 registrations; holding Series 66 registration. 3. NORTHWEST RETIREMENT SERVICES POSITION: Executive Assistant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2023 ADDRESS: 1143 Oak St, Eugene OR 97401, United States DESCRIPTION: Active Life Insurance License with no current business writing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-05 |
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