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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | 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 | 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-07-12 |
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