Jocelyn Whittington Holzwarth

Current Employers

Employment History

• 02/2006 → 01/2024
  Woodbury Financial
  Woodbury, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Las Vegas, NV

Previous Registrations

• 2006-02-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Las Vegas, NV
  Las Vegas, NV
• 2004-02-05 → 2006-03-31
  Independent Planning Associates, Llc
  Las Vegas, NV
• 2002-06-11 → 2006-02-02
  National Planning Corporation
  Las Vegas, NV

Other Businesses

1) HOLZWARTH FINANCIAL SERVICES POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2006 ADDRESS: 3277 E. Warm Springs Road, Suite 300, Las Vegas NV 89120, United States DESCRIPTION: Consult with clients on divorce issues. Give seminars on divorce related topics. 2) HOLZWARTH FINANCIAL SERVICES POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2006 ADDRESS: 3277 E. Warm Springs Road, Suite 300, Las Vegas NV 89120, United States DESCRIPTION: Offer Traditional Life, Health and LTC Insurance. 3) LAS VEGAS TAX & FINANCIAL POSITION: Tax Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2017 ADDRESS: 3277 E. WARM SPRINGS RD., SUITE 200, LAS VEGAS, NV 89120 DESCRIPTION: Prepare individual tax returns and 1099s for CPA review. Review data entries of other tax preparers. 4) GREEN VALLEY RANCH HOMEOWNER'S ASSOCIATION POSITION: Director NATURE: Nonprofit 501(c) 4 Homeowner's association for the community in which I live. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2026 ADDRESS: 11135 S. Eastern, Suite 120, Henderson NV 89052, United States DESCRIPTION: Attend homeowner meetings - Executive and Public. Represent the association per Board direction. Participate and conduct GVR Board business regarding the management of the association.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-05-05
• S63 Uniform Securities Agent State Law Examination
  1998-01-15

Designations

Other Names

• Jocelyn Whittington Sprague