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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
8023 Alta Vista Lane Lake , Tomahawk, WI 54539 • United States
5111 B Green Valley Rd, Oshkosh, WI 54904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Oshkosh | WI | 05/2010 | 01/2024 |
| Osaic Wealth, Inc. | Oshkosh | WI | 01/2024 | Present |
WT FINANCIAL SERVICES POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/01/1997 ADDRESS: 5111B Green Valley Rd, Oshkosh WI 54904, United States DESCRIPTION: Life, Health and fixed business WT FINANCIAL SERVICES POSITION: POA NATURE: POA for my MOM INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/17/2024 ADDRESS: 5111B Green Valley Rd, Oshkosh WI 54904, United States DESCRIPTION: POA on a Death Claim and an IRA at AMF's only in the money market
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-08 |
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