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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-01-19
  • OH RA
    APPROVED
    Since 2024-01-19

Branch Locations

6231 Frank Ave Nw, North Canton, OH 44720 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Questar Capital Corporation Ann Arbor MI 04/2002 03/2019
Questar Asset Management Ann Arbor MI 01/2005 03/2019
Woodbury Financial Services, Inc. North Canton OH 03/2019 Present
Woodbury Financial Services, Inc. North Canton OH 03/2019 01/2024
Osaic Wealth, Inc. North Canton OH 01/2024 Present
  • 04/2002 → 03/2019
    Questar Capital Corporation
    Ann Arbor, MI
  • 01/2005 → 03/2019
    Questar Asset Management
    Ann Arbor, MI
  • 03/2019 → Present
    Woodbury Financial Services, Inc.
    North Canton, OH
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    North Canton, OH
  • 01/2024 → Present
    North Canton, OH
Previous Registrations
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    North Canton, OH
  • 2005-01-07 → 2019-03-01
    Questar Asset Management, Inc.
    N. Canton, OH
  • 2003-01-23 → 2005-12-31
    Questar Capital Corporation
    N. Canton, OH
    North Canton, OH
    Minneapolis, MN
Other Businesses

1. YMCA POSITION: Instructor NATURE: Helping groups with personal fitness. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 07/09/2014 ADDRESS: 1226 Market St NE, Navarre OH 44662, United States DESCRIPTION: Helping groups with personal fitness. 2. ASSOCIATED RENTAL PROPERTIES, LLC POSITION: Sole Member NATURE: Collecting rent. Maintaining Property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 07/16/2018 ADDRESS: 5641 Navarre Rd SW, Canton OH 44706, United States DESCRIPTION: Collecting rent. Maintaining Property. Currently own one property at 2425 9th St NW, Canton, OH 44708. 3. HOBBY FARMING POSITION: Farmer/Operator NATURE: Growing/harvesting/selling hay. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 02/27/2008 ADDRESS: 1717 Village St SE, Canton OH 44707, United States DESCRIPTION: Growing/harvesting/selling hay. Operating farm equipment. 4. ASSOCIATED HOMES, LLC POSITION: Landlord NATURE: This is a LLC, on potential rental properties. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/02/2025 ADDRESS: 5641 Navarre Rd. SW, Canton OH 44706, United States DESCRIPTION: Maintaining property, upkeep, remodeling, finding tenants, collecting rent. 5. ASSOCIATED PLANNERS POSITION: Life Insurance Agent NATURE: Life and fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 09/10/2002 ADDRESS: 6231 Frank Ave NW, North Canton OH 44720, United States DESCRIPTION: Meeting with clients, filling out applications, client reviews.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-07-12
  • S63 Uniform Securities Agent State Law Examination
    2019-07-12

View on SEC IAPD

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