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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 09/2015 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 09/2015 | 03/2019 |
| Woodbury Financial Services, Inc. | Palm Beach Gardens | FL | 03/2019 | Present |
| Woodbury Financial Services, Inc. | Palm Beach Gardens | FL | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Palm Beach Gardens | FL | 01/2024 | Present |
1. CHRISTOPHER BUCHANAN POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2019 ADDRESS: 4340 Flax Court, Palm Beach Gardens FL 33410, United States DESCRIPTION: Insurance Agent Offer Life Insurance and Annuities with Game Plan Financial 2. INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance FMO TrueChoice INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 11/15/2015 ADDRESS: 4340 Flax Court, Palm Beach Gardens FL 33410, United States DESCRIPTION: Insurance Agent write Life Insurance and Annuities 3. MEDICARE SALES POSITION: Agent NATURE: I am an Agent INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/16/1990 ADDRESS: 4340 FLAX CT, PALM BEACH GARDENS FL 33410-5421, United States DESCRIPTION: Offer Medicare Supplements from referrals
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-28 |
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