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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
2595 E. Perrin Ave Suite 116, Fresno, CA 93720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Fresno | CA | 12/2006 | 01/2024 |
| Osaic Wealth, Inc. | Fresno | CA | 01/2024 | Present |
KANE COUNTY CAPITAL ADVISORS POSITION: Owner NATURE: This is a sole prop replacing the You Financial branding. The full name will be Kane County Capital Advisors, the logo will be abbreviated to read KC Capital Advisors. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 10/12/2020 ADDRESS: 2595 E Perrin Ave, Suite 115, Fresno CA 93720, United States DESCRIPTION: I will begin operations for my Woodbury IAR under this DBA / OBA once approved
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-09 |
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