Best Investors Account Sign in
Claim This Profile
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-19
MN RA APPROVED 2024-01-19
  • FL RA
    APPROVED
    Since 2024-01-19
  • MN RA
    APPROVED
    Since 2024-01-19

Branch Locations

539 Bielenberg Drive Suite 210, Woodbury, MN 55125 • United States

Fort Myers, FL • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Woodbury Financial Services Inc Woodbury MN 04/2001 01/2024
Osaic Wealth, Inc. Woodbury MN 01/2024 Present
  • 04/2001 → 01/2024
    Woodbury Financial Services Inc
    Woodbury, MN
  • 01/2024 → Present
    Woodbury, MN
Previous Registrations
  • 2014-01-23 → 2024-01-19
    Woodbury Financial Services, Inc.
    Roseville, MN
    Woodbury, MN
Other Businesses

1. ANDERSON GALLWAS HOLDINGS, LLC POSITION: Member NATURE: Anderson Gallwas Holdings, LLC is used solely for accounting purposes and holds only rental and investment properties. All properties are managed 100% by my spouse. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2010 ADDRESS: 12561 Vittoria Way, Fort Myers FL 33912, United States DESCRIPTION: Patricia Anderson Gallwas is a licensed Real Estate Broker and she manages the Anderson Gallwas Holdings, LLC 2. VITTORIA MANAGEMENT, LLC POSITION: Owner/Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2025 ADDRESS: 12561 Vittoria Way, Fort Myers FL 33912, United States DESCRIPTION: European Wax Center franchise management. 3. EUROPEAN WAX CENTER POSITION: None NATURE: My spouse and I hold licenses for franchise stores in Minnesota & Florida with European Wax Center, Inc. Multiple stores are now open under the following: (EWC-1 LLC, EWC-2 LLC, EWC-3 LLC, EWC-Coon Rapids, LLC, EWC Southwest Florida, LLC). Devote zero hours to operating and managing these stores. These stores are operated and managed 100% by my spouse. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/21/2013 ADDRESS: 12561 Vittoria Way, Fort Myers FL 33912, United States DESCRIPTION: None. 4. GT FINANCIAL ADVISORS, LLC POSITION: none NATURE: Sole Proprietorship, Consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2026 ADDRESS: 12561 Vittoria Way, Fort Myers FL 33912, United States DESCRIPTION: Licensed Insurance Agent with the State of Florida #W294609

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-15
S63 Uniform Securities Agent State Law Examination 1988-08-08
  • S65 Uniform Investment Adviser Law Examination
    1999-10-15
  • S63 Uniform Securities Agent State Law Examination
    1988-08-08

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Woodbury, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor