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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
Branch Locations
Carmichael, CA • United States
855 Harter Pkwy Suite 310, Yuba City, CA 95993 • United States
508 Gibson Dr. Ste 240, Roseville, CA 95678 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodmen Accident & Life Co | Sacramento | CA | 05/1995 | Present |
| Questar Capital Corporation | Minneapolis | MN | 07/2013 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 07/2013 | 03/2019 |
| Woodbury Financial Services, Inc. | Roseville | CA | 03/2019 | Present |
| Woodbury Financial Services, Inc. | Roseville | CA | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Roseville | CA | 01/2024 | Present |
1. WOODMEN FINANCIAL RESOURCES POSITION: AGENT NATURE: LIFE INSURANCE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 30 START DATE: 03/31/1995 ADDRESS: 983 RESERVE DRIVE, ROSEVILLE CA 95678, United States DESCRIPTION: LIFE INSURANCE REV, RECOMMENDATIONS AND SALES 2. GARRETT FAMILY TRUST POSITION: OWNER TRUSTEE NATURE: FAMILY TRUST MY SS# IS THE TAX ID FOR TRUST AS WELL INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/17/2017 ADDRESS: STANLEY AVE, CARMICHAEL CA 95608, United States DESCRIPTION: TRUSTEE OWNER OF FAMILY TRUST
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-09 |
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