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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodmen Financial | Green Bay | WI | 01/2006 | Present |
| Woodbury Financial | Green Bay | WI | 02/2006 | 01/2024 |
| Osaic Wealth, Inc. | Green Bay | WI | 01/2024 | Present |
1) WOODMEN FINANCIAL RESOURCES LTD; NONINV RELATED; 1234 S RIDGE RD GREEN BAY WI 54304; FINANCIAL PLANNING/ASSISTANT FINANCIAL PLANNER; 1-30-2006; 160 HRS PER MONTH. ALL DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-27 |
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