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Nathan Scott Anderson

Osaic Wealth, Inc.

Mesa, AZ

Mckinney, TX

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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 2024-09-27
TX RA APPROVED 2024-01-19
  • FL RA
    APPROVED
    Since 2024-09-27
  • TX RA
    APPROVED
    Since 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

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, Inc Woodbury MN 06/2008 01/2024
Osaic Wealth, Inc. Mckinney TX 01/2024 Present
  • 06/2008 → 01/2024
    Woodbury Financial Services, Inc
    Woodbury, MN
  • 01/2024 → Present
    Mckinney, TX
Previous Registrations
  • 2012-07-12 → 2024-01-19
    Woodbury Financial Services, Inc.
    Mckinney, TX
    Oakdale, MN
    Mckinney, TX
    Mckinney, TX
    Woodbury, MN
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-25
S63 Uniform Securities Agent State Law Examination 2010-03-29
  • S65 Uniform Investment Adviser Law Examination
    2012-06-25
  • S63 Uniform Securities Agent State Law Examination
    2010-03-29
Other Names
  • Nathan S Anderson

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