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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | Woodbury | MN | 02/2002 | 01/2024 |
| Osaic Wealth, Inc. | Greendale | WI | 01/2024 | Present |
WOODBURY FINANCIAL POSITION: Registered Rep NATURE: Sole Propietorship. Sale of fixed life insurance through Advisor Group. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2000 ADDRESS: 5800 Broad Street, Greendale WI 53129, United States DESCRIPTION: Occasional sale of fixed life insurance. Term/UL/GUL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-01 |
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