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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-27 |
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
4140 E Baseline Road Suite 101, Mesa, AZ 85206 • United States
3721 S. Stonebridge Dr Suite 904, Mckinney, TX 75070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Woodbury | MN | 06/2008 | 01/2024 |
| Osaic Wealth, Inc. | Mckinney | TX | 01/2024 | Present |
1) NATHAN ANDERSON NONINVT REL; 15851 N DALLAS PKWY STE 525 ADDISON, TX 75001; OFFERING FIXED INSURANCE PRODUCTS TO CLIENTS; START 6/15/2012; 5HR/MO; 5HR/MO; OFFERING FIXED INSURANCE PRODUCTS TO CLIENTS. 2) AP INSURANCE SERVICES POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2014 ADDRESS: 15851 N Dallas Pkwy, Ste 525, Addison, TX 75001 DESCRIPTION: Market fixed and variable life insurance to Registered Reps. Assist Registered Reps with case design, concept training, illustrations, and case management. LLC set up for tax purposes and liability. The entity is not marketed or advertised. 3) STONEBRIDGE SOLUTIONS GROUP POSITION: Owner NATURE: This is an S Corp set up for expenses. Not held out to the public. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/02/2014 ADDRESS: 608 Tully Ct, McKinney, TX 75071 DESCRIPTION: Entity set up for expenses. 4) FIXED INSURANCE PRODUCTS SALES POSITION: Insurance agent NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/03/2011 ADDRESS: 3721 S Stonebridge, Suite 904, McKinney, TX 75070 DESCRIPTION: Offer fixed insurance products to clients. 5) MCKINNEY NORTH STARS HOCKEY CLUB POSITION: President NATURE: 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2025 ADDRESS: 6993 Stars Ave, McKinney TX 75070 DESCRIPTION: Coordinate administrative and business functions of the club.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-29 |
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