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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 01/2014 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 08/2017 | 03/2019 |
| Woodbury Financial Services, Inc. | Elkhorn | NE | 03/2019 | Present |
| Woodbury Financial Services, Inc. | Elkhorn | NE | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Elkhorn | NE | 01/2024 | Present |
1. JOHNSON PROPERTIES POSITION: Owner NATURE: Sole Proprietorship - Own and Manage residential rental properties. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/1993 ADDRESS: 2909 South 219th Street, Elkhorn NE 68022, United States DESCRIPTION: Manage and maintain properties 2. CARLSON FINANCIAL POSITION: Insurance Agent NATURE: Sole Proprietorship - Insurance Sales and Service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/07/2018 ADDRESS: 1908 N 203 Street #6, Elkhorn NE 68022, United States DESCRIPTION: Insurance Sales and Service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-13 |
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