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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-06-14 |
| SD | RA | APPROVED | 2024-06-14 |
Branch Locations
Sioux Falls, SD • United States
4501 Minnetonka Blvd Suite 200, St Louis Park, MN 55416-4091 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | St Louis Park | MN | 10/2014 | 06/2024 |
| Securities America Advisors | St Louis Park | MN | 10/2014 | 06/2024 |
| Osaic Wealth, Inc. | St Louis Park | MN | 06/2024 | Present |
1. GREEN INSURANCE POSITION: sales NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2015 ADDRESS: 4501 MINNETONKA BLVD STE 200, ST LOUIS PARK MN 55416 DESCRIPTION: Sale of fixed annuities 2. JEFF GREEN POSITION: owner NATURE: I own a rental home . The address is 919 W 5th St, Sioux Falls, SD 57104. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/24/2000 ADDRESS: 2501 Nevada Ave S #19, St Louis Park MN 55426 DESCRIPTION: I collect rent and manage repairs when needed
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-09 |
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