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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-30 |
| ID | RA | APPROVED | 2017-10-25 |
Branch Locations
601 Front Avenue Suite 203, Coeur D'ALene, ID 83814 • 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 |
|---|---|---|---|---|
| National Planning Corp | Los Angeles | CA | 04/2000 | 10/2017 |
| Osaic Wealth, Inc. | Coeur D'ALene | ID | 10/2017 | Present |
1. FIXED INSURANCE SALES, 601 E FRONT AVE STE 203 COEUR D ALENE ID 83814-5169, SALESMAN, FIXED INSURANCE. -- 2. ATCHLEY FINANCIAL GROUP POSITION: Owner/ President NATURE: Atchley Financial Group is an S-corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/1983 ADDRESS: 601 E Front Ave., Ste. 203, Coeur d'Alene ID 83814, United States DESCRIPTION: Atchley Financial Group is our DBA name for our securities business through Royal Alliance 3. COEUR D'ALENE ROTARY CLUB POSITION: Member NATURE: Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2006 ADDRESS: PO Box 444, Coeur d'Alene ID 83814, United States DESCRIPTION: I am only a member that pays dues and attends meetings. 4. ATCHLEY FAMILY TRUST POSITION: Trustee NATURE: I am the trustee for my own family trust. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/06/1998 ADDRESS: 601 E Front Ave., Ste. 203, Coeur d'Alene ID 83814, United States DESCRIPTION: I am a trustee for our family trust 5. COEUR D'ALENE CHAMBER OF COMMERCE POSITION: member NATURE: Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 105 N. 1st St, Coeur d'Alene ID 83814, United States DESCRIPTION: I pay dues to be a member of this organization no duties are required. 6. ST. THOMAS - FINANCE COMMITTEE POSITION: Finance Committee Member NATURE: Non- Profit Church INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 919 E Indiana Ave, Coeur d'Alene ID 83814, United States DESCRIPTION: Give input to the parish council how moneys can be raised.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-01-05 |
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