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62 Bay Harbor Drive #2826, Bigfork, MT 59911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-01-04 |
Branch Locations
62 Bay Harbor Drive #2826, Bigfork, MT 59911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Carlsbad | CA | 07/2004 | 10/2017 |
| Woodbury Financial Services Inc | Glendale | AZ | 10/2017 | Present |
| Life Planning Advisors Llc | Bigfork | MT | 11/2017 | Present |
Odyssey Jewelers, non-investment related. 45528 W Dirk St Maricopa AZ 85139 Part time jewelry private sales Owner, started 2001 Less than 2 hours/wk during trading hours and less than 2 hours/wk during regular week
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-05 |
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