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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| MN | RA | APPROVED | 2024-01-19 |
| ND | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
2812 17Th Avenue South Suite F, Grand Forks, ND 58201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Fincncial Services | Grand Forks | ND | 01/2005 | 01/2024 |
| Osaic Wealth, Inc. | Grand Forks | ND | 01/2024 | Present |
1) CLIMAX COMMUNITY CLUB; NONINV RELATED; HWY 220 CLIMAX,MN 56523; NON-PROFIT ORGANIZATION THAT IMPROVE ONE'S LEADERSHIP SKILLS, NETWORKING OPPORTUNITIES, PERFORMS COMMUNITY SERVICE, AND OFFERS VARIOUS FUN SOCIAL OPPORTUNITIES; BOARD MEMBER; 01/15/2010; 1HR/MON; 0HR/MON; HELP ASSIST IN MAKING PERTINENT BUSINESS DECISIONS 2) CLIMAX-SHELLY PUBLIC SCHOOL POSITION: Board Member NATURE: public school INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 111 E Broadway, Climax MN 56523, United States DESCRIPTION: Provide pertinent input on the day-to-day operations of school 3) ERICKSON FINANCIAL ADVISORS POSITION: Owner NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 09/07/2010 ADDRESS: 2812 17th Ave S, Suite F, Grand Forks ND 58201, United States DESCRIPTION: Provide insurance quotes, perform business within fixed annuities, traditional life insurance, long-term care insurance, and service previously issued insurance contracts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-02 |
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