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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rj Gross Ltd | Neenah | WI | 10/1992 | Present |
| Woodbury Financial Services, Inc | Oshkosh | WI | 09/2010 | 01/2024 |
| Osaic Wealth, Inc. | Oshkosh | WI | 01/2024 | Present |
1) RJ GROSS LTD POSITION: Owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1990 ADDRESS: 2001 Oakridge Rd, Neenah WI 54956, United States DESCRIPTION: Overall Management of rental property 2) WT FINANCIAL SERVICES POSITION: Owner NATURE: Life Insurance, Fixed Annuities INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2010 ADDRESS: 5111B Green Valley Rd, Oshkosh WI 54904, United States DESCRIPTION: Sales of Life Insurance and Fixed Annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-28 |
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