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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-11 |
| MI | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 09/2013 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 09/2013 | Present |
| Woodbury Financial Services, Inc. | West Bloomfield | MI | 03/2019 | Present |
| Woodbury Financial Services, Inc. | West Bloomfield | MI | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | West Bloomfield | MI | 01/2024 | Present |
1. INSURANCE SERVICING & SALES POSITION: Agent NATURE: Variable Annuity sales & service. Some life insurance trails. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2003 ADDRESS: 4711 Hardwoods Drive, West Bloomfield MI 48323, United States DESCRIPTION: Service & maintenance on existing contracts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-01 |
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