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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 |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Green Bay | WI | 07/2007 | 01/2024 |
| Osaic Wealth, Inc. | Green Bay | WI | 01/2024 | Present |
1) MARSHA A WALLS; NON INV REL; 3091A Voyager Drive Green Bay WI 54311; FIXED PRODUCTS THROUGH BROKERAGE AGENCIES; AGENT; START 1/1/2008; 15 HRS MONTH AND DURING TRADING HRS; AGENT. 2) NATIONAL FEDERATION OF IND BUSINESS; NONINV RELATED; 53 CENTURY BLVD STE 250 NASHVILLE,TN; ORG OF SMALL BUSINESSES; MEMBER; 01/14/2010; 1HR/MON; 1HR/MON; MEMBER. 3) MARSHA A WALLS POSITION: Agent NATURE: FIXED PRODUCTS THROUGH BROKERAGE AGENCIES; AGENT; START 1/1/2008; 15 HRS MONTH AND DURING TRADING HRS; AGENT. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2008 ADDRESS: 3091A Voyager Drive, Green Bay WI 54311, United States DESCRIPTION: Sell life insurance. 4) THE KLUSTY MOOSE POSITION: Hobbist NATURE: Hobby - selling honey and crafts at craft fairs INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: 3032 Joy Lane, Green Bay WI 54311, United States DESCRIPTION: Selling crafts at craft fairs. WALLS WEALTH DESIGN, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 173 START DATE: 04/01/2015 ADDRESS: 3091A Voyager Drive, Green Bay WI 54311, United States DESCRIPTION: Assisting clients with insurance and investment needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-14 |
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