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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | 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 | 09/2011 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 09/2011 | 03/2019 |
| Woodbury Financial Services, Inc. | Paw Paw | MI | 03/2019 | 01/2024 |
| Woodbury Financial Services, Inc. | Paw Paw | MI | 03/2019 | Present |
| Osaic Wealth, Inc. | Mattawan | MI | 01/2024 | Present |
1) RETIREMENT SOLUTIONS OF MICHIGAN POSITION: president NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/03/2012 ADDRESS: 56878 South Main St, Mattawan MI 49071, United States DESCRIPTION: president and handle the bills 2. Reed Mcgowan LLC; POSITION: partner; NATURE: the address will be the same once we buy building a move in The new company is a landlord and we plan to buy a building; INVESTMENT RELATED: No; NUMBER OF HOURS: 2; SECURITIES TRADING HOURS: 1; START DATE: 04/20/2020; ADDRESS: 56878 S Main St, Mattawan, Michigan 49071, United States; DESCRIPTION: general partner, pay bills, keep book, make decsions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-16 |
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