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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
| ID | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 10/2014 | 03/2019 |
| Woodbury Financial Services, Inc. | Lodi | CA | 03/2019 | Present |
| Woodbury Financial Services, Inc. | Lodi | CA | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Lodi | CA | 01/2024 | Present |
MCCAY CELLARS. POSITION: Owner. NATURE: Winery/Farming wine grapes. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 10/14/2014 ADDRESS: 21994 N Brunella Rd, Acampo CA 95220 DECRIPTION: Make wine, run and make all decisions in winery-farming. INSURANCE AGENT. POSITION: Insurance Agent. NATURE: Sales of fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 10/14/2014 ADDRESS: 4 N Hutchins St, Lodi CA 95240 DESCRIPTION: Sales and service. BECKMAN INVESTMENT SECURITITES. POSITION: Owner. NATURE: Insurance services. INVESTMENT RELATED: YES NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 03/31/2015 ADDRESS: 433 W Pine St, Lodi CA 95240 DESCRIPTION: Insurance services. MCCAY CELLARS, LLC POSITION: owner of property NATURE: VRBO INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/21/2018 ADDRESS: 429 W Pine St, Lodi CA 95240, United States DESCRIPTION: manage property MCCAY CELLARS, LLC POSITION: Owner NATURE: Winery INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 4 N Huthcins St, Lodi CA 95240, United States DESCRIPTION: Owner/Winemaker
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-11 |
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