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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-01-19 |
Branch Locations
6104 Lenox Park Circle Ne, Brookhaven, GA 30319 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 07/2014 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 07/2014 | 03/2019 |
| Woodbury Financial Services, Inc. | Atlanta | GA | 03/2019 | Present |
| Woodbury Financial Services, Inc. | Atlanta | GA | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Brookhaven | GA | 01/2024 | Present |
1) MELVIN LAWRENCE POSITION: Agent NATURE: Insurance Rep INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 09/02/2010 ADDRESS: 2103 Lenox Park Circle, Brookhaven GA 30319, United States DESCRIPTION: Marking Life Insurance protection
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-16 |
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