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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
| WA | 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 | Redmond | WA | 01/2011 | 01/2024 |
| Osaic Wealth, Inc. | Redmond | WA | 01/2024 | Present |
1) NEVIS FINANCIAL POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 02/01/2017 ADDRESS: 16150 NE 85th Street, Ste 204, Redmond WA 98052 DESCRIPTION: New DBA for insurance related work. To replace the Strategic Planning Partners, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-21 |
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