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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-23 |
| WA | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Service | Bellevue | WA | 07/2001 | 01/2024 |
| Osaic Wealth, Inc. | Tacoma | WA | 01/2024 | Present |
1) Radicle Wealth Management POSITION; AGENT NONINV RELATED; NUMBER OF HOURS: 5HR/MON; SECURITIES TRADING HOURS: 5HR/MON START DATE: 05/01/2011 ADDRESS: 2602 N PROCTOR ST. TACOMA, WA 98407 DESCRIPTION: SELL LIFE, LTC, FIXED ANNUITIES. 2) RADICLE WEALTH MANAGEMENT- FIXED INSURANCE POSITION: Agent NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2011 ADDRESS: 1201 Pacific Avenue, Suite 600, Tacoma WA 98402, United States DESCRIPTION: I offer my clients various fixed insurance products. 3) ESA/OMICRON - CLUB POSITION: Member NATURE: This is a club who's mission is to raise money, predominately for St. Jude's Hospital, but also for MS and Santa's Castle. Santa's Castle provides gifts for military families needing help during the Holiday Seasons. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/02/2025 ADDRESS: 2580 E Harmony Rd,, Suite 301-11, Fort Collins CO 80528, United States DESCRIPTION: I am a member and participate in the events the club organizes for fund raising.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-14 |
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