Monica W. Whitney

Current Employers

Employment History

• 08/2007 → Present
  Brad Mcmurray
  Minneapolis, MN
• 01/2008 → Present
  Focus Financial
  Minneapolis, MN
• 06/2014 → Present
  Osaic Wealth, Inc.
  Minneapolis, MN

Other Businesses

1. FOCUS FINANCIAL INSURANCE AGENCY POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/29/2016 ADDRESS: 600 Highway 169, Suite 1115, Minneapolis MN 55426, United States DESCRIPTION: Currently use my insurance license for VAs through the BD but could use it for fixed products or life insurance in the future. 2. BRAD MCMURRAY POSITION: CFP NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 06/01/2014 ADDRESS: 600 Highway 169, Suite 1115, Minneapolis MN 55426, United States DESCRIPTION: Working with clients on financial plans, processing documents and placing trades. 3. FOCUS FINANCIAL NETWORK POSITION: Invesment Advisor Representative NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/27/2017 ADDRESS: 600 Highway 169, Suite 1115, Minneapolis MN 55426, United States DESCRIPTION: Meet with clients, address their needs and risk tolerance, make recommendations on investments, monitor going forward and help with any servicing items they may need.

Exams

• S66 Uniform Combined State Law Examination
  2008-09-24