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John Paul Woeste

Osaic Wealth, Inc.

Dayton, OH

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-05-04
TX RA APPROVED 2026-05-04
  • OH RA
    APPROVED
    Since 2026-05-04
  • TX RA
    APPROVED
    Since 2026-05-04

Branch Locations

28 East Rahn Road 214, Dayton, OH 45429 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stifel Independent Advisors, Llc Dayton OH 11/2003 05/2026
Osaic Wealth Inc Maumee OH 04/2026 Present
Previous Registrations
Other Businesses

1.SAVAGE AND ASSOCIATES-AGENCY POSITION: statutory agent NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 05/04/2026 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: sell life insurance, long-term care, disability insurance 2.FLIGHTPATH FINANCIAL ADVISORS POSITION: financial professional NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 110 START DATE: 05/04/2022 ADDRESS: 28 East Rahn Road, Suite 214, Dayton OH 45429, United States DESCRIPTION: oversee client investments, make recommendations, manage portfolios 3.JOHN WOESTE POSITION: Agent NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/30/2000 ADDRESS: 28 East Rahn Road, Suite 214, Dayton OH 45429, United States DESCRIPTION: sell and service insurance products 4.JOHN WOESTE POSITION: writer/developer NATURE: sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 06/30/1986 ADDRESS: 1201 Kirkley Hall Drive, Miamisburg OH 45342, United States DESCRIPTION: I do creative projects, including writing books for young people, writing songs and musicals, and developing board games. I do some of this in conjunction with my son, Kevin Woeste. I haven't made money on these activities since I left my last band, but I might in the future. 5. DBA SAVAGE AND ASSOCIATES POSITION: financial advisor NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/04/2026 ADDRESS: 28 East Rahn Road, Suite 214, Dayton OH 45429, United States DESCRIPTION: sell and service securities products 6. JOHN WOESTE-RENTAL INCOME POSITION: rental agent NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/04/2026 ADDRESS: 28 East Rahn Road, Suite 214, Dayton OH 45429, United States DESCRIPTION: rental income from office space

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-02-22
S65 Uniform Investment Adviser Law Examination 2000-02-22
  • S63 Uniform Securities Agent State Law Examination
    2000-02-22
  • S65 Uniform Investment Adviser Law Examination
    2000-02-22

View on SEC IAPD

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