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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Woodbury | MN | 10/2008 | 01/2024 |
| Osaic Wealth, Inc. | Oakdale | MN | 01/2024 | Present |
| Osaic Wealth, Inc. | Oakdale | MN | 08/2024 | Present |
Football Coach – Prescott High School (Wisconsin) Serve as a coach for the Prescott High School football program. Compensation is received through the school district. This activity is unrelated to securities, investment advisory services, insurance, or financial planning, and no client solicitation or referrals result from this role.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-20 |
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