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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Tiffin | OH | 12/2024 | Present |
| Cf Professional, Inc | Tiffin | OH | 08/2021 | Present |
| United Producers, Inc | Columbus | OH | 04/2018 | 08/2021 |
| 21St Century Financial | Columbus | OH | 06/2017 | 04/2018 |
| Full Time Student | Columbus | OH | 08/2013 | 12/2017 |
1. CF PROFESSIONAL, INC. POSITION: Bookkeeper NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 08/15/2021 ADDRESS: 132 N ST RT 101, Tiffin OH 44883, United States DESCRIPTION: Tax prep and accounting 2. BEKS, LTD POSITION: PARTNER NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/26/2023 ADDRESS: 132 N ST RT 101, Tiffin OH 44883, United States DESCRIPTION: Yearly shareholder meeting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-05 |
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