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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 03/2007 | 03/2019 |
| Woodbury Financial Services, Inc. | Rio Grande | NJ | 03/2019 | Present |
| Woodbury Financial Services, Inc. | Rio Grande | NJ | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Cape May | NJ | 01/2024 | Present |
1) GREEN EARTH FINANCIAL. POSITION: Insurance Agent. NATURE: Sales and service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 15 START DATE: 11/15/2008 ADDRESS: 1115 Rt 47 South, Rio Grande NJ 08242 Offering fixed annuities, disability, health, life, employee benefits and LTC. 2) GREEN EARTH FINANCIAL PROFESSIONALS, LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/15/2008 ADDRESS: 1078 Seashore Rd, Cape May NJ 08204, United States DESCRIPTION: This my dba name under which I conduct my securities business, fixed annuities, disability, health, life, employee benefits and LTC. 3) PILATSKY AND WEINBERGER PARTNERS POSITION: partner NATURE: This is a partnership between me and my husband to educate our children. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: 1078 Seashore Rd, Cape May NJ 08204, United States DESCRIPTION: Monitor the account. 4) KEW WEINBERGER, PARTNERSHIP POSITION: I don't have one. My husband is a minority partner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1987 ADDRESS: 1078 Seashore Rd, Cape May NJ 08204, United States DESCRIPTION: I have no duties. My husband is a minority partner. He spends 0-2 hours a month. It is his families partnership. He started 35 years ago. Question 8 will not let me leave it empty. I never started this activity. This is not an outside business. 5) GREEN EARTH FINANCIAL PROFESSIONALS, LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/15/2008 ADDRESS: 1078 Seashore Rd, Cape May NJ 08204, United States DESCRIPTION: This my dba name under which I conduct my securities business, fixed annuities, disability, health, life, employee benefits and LTC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-07 |
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