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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
Branch Locations
Vero Beach, FL • United States
2770 Indian River Blvd Suite 305, Vero Beach, FL 32960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Vero Beach | FL | 07/2008 | 01/2024 |
| Osaic Wealth, Inc. | Vero Beach | FL | 01/2024 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-11 |
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