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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-01-19 |
Branch Locations
10775 Double R Blvd Suite 101, Reno, NV 89521 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 04/2013 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 05/2013 | 03/2019 |
| Woodbury Financial Services, Inc. | Reno | NV | 03/2019 | Present |
| Woodbury Financial Services, Inc. | Reno | NV | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Reno | NV | 01/2024 | Present |
1)RENTAL PROPERTIES. POSITION: Provide capital/owner. NATURE: Own rental properties with my brother, who is also a client of mine. Properties are managed by Reno Property Management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2011 ADDRESS: 1575 DeLucchi Lane, Reno NV 89502 DESCRIPTION: I provided capital. I do no day to day managing. The properties consist of 9 condos and a single family home in the Reno/Sparks area. Also own 5 properties with my wife. 2)RENTAL PROPERTIES POSITION: owner/investor NATURE: I (wife included) own 9 rental condos with my brother. I also own 4 rental condos and a rental house with my wife. All properties are managed by Reno Property Management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2012 ADDRESS: 1150 La Guardia LN, Reno NV 89511 DESCRIPTION: I periodically discuss the operations of the condos with the property manager, usually around the 15th of month, when monthly report is received.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-17 |
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