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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-08-16
CA RA APPROVED 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2024-08-16
  • CA RA
    APPROVED
    Since 2024-01-19

Branch Locations

3838 W Carson St Ste 325, Torrance, CA 90503 • United States

Laguna Beach, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Questar Capital Corporation Minneapolis MN 08/2012 03/2019
Allianz Life Insurance Company Minneapolis MN 08/2012 03/2019
Questar Asset Management Minneapolis MN 08/2012 03/2019
Questar Capital Corporation Minneapolis MN 08/2012 03/2019
Woodbury Financial Services, Inc. Roseville CA 03/2019 01/2024
Woodbury Financial Services, Inc. Roseville CA 03/2019 01/2024
Osaic Wealth, Inc. Torrance CA 01/2024 Present
  • 08/2012 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 08/2012 → 03/2019
    Allianz Life Insurance Company
    Minneapolis, MN
  • 08/2012 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 08/2012 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    Roseville, CA
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    Roseville, CA
  • 01/2024 → Present
    Torrance, CA
Previous Registrations
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    Torrance, CA
    Torrance, CA
  • 2012-08-03 → 2019-03-01
    Questar Asset Management, Inc.
    Minneapolis, MN
    Roseville, CA
  • 2003-02-06 → 2012-07-25
    Woodbury Financial Services, Inc.
    Roseville, CA
    Reno, NV
    Oakdale, MN
    Roseville, CA
    El Dorado Hills, CA
Other Businesses

1) INSURANCE AGENT. POSITION: Insurance Agent. NATURE: Fixed Insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/02/2012 ADDRESS: 983 Reserve Dr., Roseville CA 95678, United States DESCRIPTION: Sales & service. 2) KEVIN CORRIGAN. POSITION: Insurance Agent. NATURE: Overrides from fixed insurance sales from other individuals. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/26/2016 ADDRESS: 983 Reserve Rd, Roseville CA 95678, United States DESCRIPTION: Contract insurance agents with FMO. 3) C&M HOLDINGS POSITION: 50% owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/30/2013 ADDRESS: 5305 N. 32nd Street, Phoenix AZ 85018, United States DESCRIPTION: Passive investment in real estate. Typically purchase homes, have the rehab work managed & performed by partner, and split profits upon sale of properties. 4) KEVIN CORRIGAN POSITION: Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/15/1989 ADDRESS: 421 Heliotrope Ave., Corona Del Mar CA 92625, United States DESCRIPTION: Sales and overrides for fixed insurance business. 5) BILTMORE WEALTH LLC POSITION: President NATURE: LLC set up to pay myself a salary for my RVP compensation under the Independent RVP role INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2021 ADDRESS: 2513 E San Miguel Ave., Phoenix AZ 85016, United States DESCRIPTION: Bookkeeping for my benefits as independent RVP 6) HI POINT DEVELOPMENT LLC POSITION: investor NATURE: Holding company for personal real estate investments. Buy homes, and have Contractor do all of the renovations at his cost, and split profits upon sales of the homes. Typically buy/sell 3 houses per year INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2018 ADDRESS: 2513 E. San Miguel Ave., Phoenix AZ 85016, United States DESCRIPTION: Passive investments in real estate. Purchase or buildhomes, have renovation work done, and re-sell the homes

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-12-30
S63 Uniform Securities Agent State Law Examination 1989-06-02
  • S66 Uniform Combined State Law Examination
    2002-12-30
  • S63 Uniform Securities Agent State Law Examination
    1989-06-02
Other Names
  • Kevin C Corrigan

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