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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-19 |
Branch Locations
38800 Van Dyke Suite 200, Sterling Heights, MI 48312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 10/2011 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 10/2011 | 03/2019 |
| Woodbury Financial Services, Inc. | Sterling Heights | MI | 03/2019 | Present |
| Woodbury Financial Services, Inc. | Sterling Heights | MI | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Sterling Heights | MI | 01/2024 | Present |
1. REAL STYLE POSITION: Extra NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 07/02/2013 ADDRESS: 1030 N Crooks Rd, Suite C, Clawson MI 48017, United States DESCRIPTION: Movie extra, photo shoots and acting for commercials 2. NEXT DEGREE FINANCIAL, LLC POSITION: President NATURE: LLC Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 10/06/2011 ADDRESS: 38800 Van Dyke Ave, Suite 200, Sterling Heights MI 48312, United States DESCRIPTION: Fixed annuities, disability, health, life, employee benefits, and long term care 4. FINANCIAL AND ESTATE PLANNING COUNCIL OF METRO DETROIT, INC POSITION: Board of Directors NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 10/30/2024 ADDRESS: 33006 W Seven Mile Rd, Livonia MI 48152, United States DESCRIPTION: Work with other members of the board. 5. NEXT DEGREE FINANCIAL, LLC POSITION: Notary NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/16/2018 ADDRESS: 38800 Van Dyke Ave, Suite 200, Sterling Heights MI 48312, United States DESCRIPTION: Notary
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-26 |
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