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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 |
|---|---|---|---|---|
| Messersmith Financial, Inc. | Wallace | NE | 10/2009 | Present |
| Questar Capital Corporation | Minneapolis | MN | 04/2015 | 03/2019 |
| Woodbury Financial Services, Inc. | Wallace | NE | 03/2019 | 01/2024 |
| Woodbury Financial Services, Inc. | Wallace | NE | 03/2019 | Present |
| Osaic Wealth, Inc. | Hershey | NE | 01/2024 | Present |
1)MESSERSMITH FINANCIAL SERVICES POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 04/10/2015 ADDRESS: 315 Skyview Dr. Hershey NE 69143, United States DESCRIPTION: Agent - Sale of fixed insurance products. 2)WELCH INSURANCE AND FINANCIAL POSITION: Licensed Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/10/2015 ADDRESS: 315 Skyview Dr. Hershey NE 69143, United States DESCRIPTION: Property/Casualty insurance sales and service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-30 |
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