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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 09/2012 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 09/2012 | 03/2019 |
| Woodbury Financial Services, Inc. | Monterey | CA | 03/2019 | Present |
| Woodbury Financial Services, Inc. | Monterey | CA | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Monterey | CA | 01/2024 | Present |
CHA FINANCIAL POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 07/05/2005 ADDRESS: 210 Mirasol Way, Monterey CA 93940, United States DESCRIPTION: Life Insurance, Fixed Annuity, Health Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-20 |
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