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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 01/2009 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 11/2015 | 03/2019 |
| Woodbury Financial Services, Inc. | Brighton | MI | 03/2019 | Present |
| Woodbury Financial Services, Inc. | Brighton | MI | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Brighton | MI | 01/2024 | Present |
1) CLEAR STRATEGY POSITION: Agent NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/06/2017 ADDRESS: 403 E Grand River Ave, Brighton MI 48116, United States DESCRIPTION: Review client's insurance, advise clients on their insurance, suggest/proposal of insurance, service clients insurance. 2) PLATINUM WEALTH MANAGEMENT GROUP POSITION: Advisor NATURE: corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 04/22/2024 ADDRESS: 38600 Van Dyke Ave, Suite 230, Sterling Heights MI 48312, United States DESCRIPTION: prospect for new clients Maintain book of business advise clients 3) ROCKBRIDGE POSITION: owner/operator NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 04/22/2024 ADDRESS: 528 N Pontiac Trail, Walled Lake MI 48393, United States DESCRIPTION: Tax preparation - during tax season Tax planning off season
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-29 |
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