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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-30 |
| IL | RA | APPROVED | 2023-12-08 |
| CA | RA | APPROVED | 2023-12-05 |
| FL | RA | APPROVED | 2023-12-05 |
| PA | RA | APPROVED | 2023-12-05 |
| TX | RA | APPROVED_RES | 2023-10-16 |
| MI | RA | APPROVED | 2012-12-05 |
| OH | RA | APPROVED | 2012-12-04 |
Branch Locations
Celebration, FL • United States
4159 Holland Sylvania #104, Toledo, OH 43623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Toledo | OH | 11/2012 | Present |
SHERRI STANSBURY, YES, 4159 HOLLAND SYLVANIA, #104, TOLEDO, OH 43623, AGENT, 09/14/2011, 0, 0, DO NOT ACTIVITELY SOLICIT INSURANCE AT THIS TIME
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-03-23 |
| S65 | Uniform Investment Adviser Law Examination | 2001-03-16 |
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