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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-25 |
| NJ | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montague & Giuliano | Thorofare | NJ | 06/2004 | Present |
| Mary K Hair Design | Wenonah | NJ | 10/1993 | Present |
| Questar Capital Corporation | Minneapolis | MN | 12/2006 | 03/2019 |
| Questar Asset Management | Westville | NJ | 01/2010 | 03/2019 |
| Woodbury Financial Services, Inc. | Westville | NJ | 03/2019 | 01/2024 |
| Woodbury Financial Services, Inc. | Westville | NJ | 03/2019 | Present |
| Osaic Wealth, Inc. | Westville | NJ | 01/2024 | Present |
1. GIULIANO FINANCIAL SERVICES POSITION: Member NATURE: Non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 06/18/2013 ADDRESS: 405 Broadway, Westville NJ 08093, United States DESCRIPTION: Attend meetings and participate/volunteer my time with service activities. 2. GIULIANO FINANCIAL SERVICES, LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 08/01/2009 ADDRESS: 405 Broadway, Westville NJ 08093, United States DESCRIPTION: Conduct my business as a financial advisor under the DBA of Giuliano Financial Services, LLC 3. ELIZABETH A. GIULIANO - INSURANCE AGENT POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/01/2004 ADDRESS: 405 Broadway, Westville NJ 08093, United States DESCRIPTION: Sales of Life insurance, Long-term care insurance, employee benefits, and fixed annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-08 |
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