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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-19
  • FL RA
    APPROVED
    Since 2024-01-19

Branch Locations

Vero Beach, FL • United States

2770 Indian River Blvd Suite 305, Vero Beach, FL 32960 • 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
Woodbury Financial Services Vero Beach FL 07/2008 01/2024
Osaic Wealth, Inc. Vero Beach FL 01/2024 Present
  • 07/2008 → 01/2024
    Woodbury Financial Services
    Vero Beach, FL
  • 01/2024 → Present
    Vero Beach, FL
Previous Registrations
  • 2008-07-31 → 2024-01-19
    Woodbury Financial Services, Inc.
    Aiken, SC
    Pembroke Pines, FL
    Vero Beach, FL
    Noblesville, IN
    Vero Beach, FL
  • 2000-02-24 → 2008-07-24
    New York, NY
    Vero Beach, FL
    Vero Beach, FL
Other Businesses

1. RISK TAKERS FOR CHRIST POSITION: Board of Directors NATURE: Ministry Non-profit Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2020 ADDRESS: PO Box 651421, Vero Beach FL 32965, United States DESCRIPTION: Advise the founder on outreach to young men at risk in the community. Help with fund raising activities to support the work of the ministry. 2. STEVE SALIS REFEREE POSITION: President NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2006 ADDRESS: 716 24th Square, Vero Beach FL 32962, United States DESCRIPTION: Referee Interscholastic and Youth Football and Soccer. Most Youth sports are officiated on the weekends. Most Interscholastic games are done after 4pm. There is occasion to leave the office before 4pm to travel to a local school. 3. ESTATE OF FRANCIS A. SALIS POSITION: Co-Administrator NATURE: I have been appointed as a Co-Administrator along with my brother to take care of the liquidation of my deceased Father's Estate. He passed away on 10/6/2023. My brother and I have full court appointed authority over the Estate and are using a brokerage account to house and then distribute the assets. We are the only 2 heirs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/06/2023 ADDRESS: 2770 Indian River Blvd, #305, Vero Beach FL 32960, United States DESCRIPTION: Collect all monetary assets in the estate and pay all outstanding bills.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-05-11
  • S66 Uniform Combined State Law Examination
    2000-05-11
Other Names
  • Steve Salis

View on SEC IAPD

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