Marshall Tyler Ozanne

Current Employers

Employment History

• 01/2005 → 10/2023
  Woodbury Financial
  Woodbury, MN
• 10/2023 → Present
  Private Client Services
  Dallas, TX
• 10/2023 → Present
  Probity Advisors, Inc.
  Dallas, TX
• 10/2023 → Present
  Wsa Affiliates, Llc
  Dallas, TX

Previous Registrations

• 2006-01-03 → 2023-10-03
  Woodbury Financial Services, Inc.
  Dallas, TX
  Dallas, TX
• 2005-03-29 → 2005-12-31
  Probity Advisors, Inc.
  Dallas, TX
• 2004-08-19 → 2004-11-08
  Tower Square Securities, Inc.
  Dallas, TX

Other Businesses

1) Ozanne Financial Services, LLC. 10000 N Central Expwy, Suite 1326. Non-securities related insurance product sales and consulting services to an RIA. President-operations, business development, insurance sales, RIA consulting. 60 hrs/mo; 60 during trading hrs. 2) Probity Advisors, Inc. 10000 N Central Expwy, Suite 1326, Dallas, TX 75231. RIA. 120 hrs/mo; 120 during trading hrs. 3) WSA Affiliates, LLC. 10000 N Central Expwy, Suite 1326, Dallas, TX 75231. RIA. 4 hrs/mo; 4 during trading hrs. 4) Ozumbehl Real Estate, LLC; not investment related; 14225 Hughes Lane, Dallas, TX 75254; commercial real estate brokerage business; I serve as agent and manager of the LLC for purposes of personal estate planning; start date: 01/2026; number of hours per month: 0.

Exams

• S66 Uniform Combined State Law Examination
  2003-10-22

Designations

Other Names

• Tyler Ozanne