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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank | Fargo | ND | 04/1999 | Present |
| Lpl Financial Llc | Fargo | ND | 11/2017 | 08/2019 |
| Investment Centers Of America, Inc. | Fargo | ND | 02/2000 | 11/2017 |
| Securities America, Inc. | Fargo | ND | 08/2019 | 06/2024 |
| Securities America Advisors | Fargo | ND | 08/2019 | 06/2024 |
| Osaic Wealth, Inc. | Fargo | ND | 06/2024 | Present |
| Osaic Wealth, Inc. | Fargo | ND | 06/2024 | Present |
1. CEDAR POINT POSITION: owner NATURE: real estate INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2009 ADDRESS: 3325 17th Ave S, Fargo ND 58103 DESCRIPTION: deposit rent, leasing, bookkeeping 2. WEST HILL POSITION: owner NATURE: real estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2013 ADDRESS: 631 5th St E, West Fargo ND 58078 DESCRIPTION: leasing, collecting rent 3. K HILL PROPERTIES POSITION: owner NATURE: real estate INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2000 ADDRESS: 619 5th St E, West Fargo ND 58078 DESCRIPTION: leasing, collecting rents, pay bills 4. 6TH STREET PLACE POSITION: owner NATURE: real estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2005 ADDRESS: 631 6th St E, West Fargo ND 58078 DESCRIPTION: collecting rent/deposit, pay bills 5. INSURANCE SALES POSITION: insurance agent NATURE: insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 12/03/2019 ADDRESS: 3523 45th St S #152, Fargo ND 58104 DESCRIPTION: insurance sales 6.DBA - K Hill Financial Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-25 |
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