Michael Richard Bogdan

Current Employers

Employment History

• 12/1995 → 01/2024
  Fortis Investors, Inc./Woodbury Financial Services, Inc
  Boalsburg, PA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Bridgeville, PA

Previous Registrations

• 2008-06-10 → 2024-01-19
  Woodbury Financial Services, Inc.
  Bridgeville, PA
  State College, PA
  Export, PA
  Irwin, PA
  State College, PA

Other Businesses

1. THE NEST EGG FINANCIAL GROUP LLC POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 8 START DATE: 01/03/2018 ADDRESS: 6201 Oyster Bay Court, Bridgeville PA 15017 DESCRIPTION: General accounting services for families and small businesses. Assistance in completing forms such as loan applications, tax returns and college financial aid applications. Financial organization and filing systems for households. 2. MICHAEL BOGDAN POSITION: Personal. NATURE: Personal name. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 8 START DATE: 12/16/2020 ADDRESS: 6201 Oyster Bay Court, Bridgeville PA 15017 DESCRIPTION: Notary Services. Anticipate use as an introduction to persons/ accountants/ attorneys via witnessing POAs, wills, loan closings and other legal documents that require a notarial certificate. 3. FINANCIAL SOUP POSITION: Content Creator NATURE: Personal name- Michael Bogdan INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 08/25/2025 ADDRESS: 6201 Oyster Bay Court, Bridgeville PA 15017 DESCRIPTION: The 'Financial Soup' youtube channel. To provide general financial education and informational content only. It is not intended to offer specific investment advice, recommendations, or endorsements of any securities or financial products. Viewers should conduct their own research and consult a licensed financial advisor before making any financial decisions. Any outside business activities mentioned are for educational purposes only and will not constitute investment advice.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-17
• S63 Uniform Securities Agent State Law Examination
  1988-08-04

Other Names

• Michael Richard Bogdan