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Peter Glen Miles

Osaic Wealth, Inc.

Oakdale, MN

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-19
FL RA APPROVED 2024-01-19
IA RA APPROVED 2024-01-19
MN RA APPROVED 2024-01-19
TX RA APPROVED_RES 2024-01-19
  • CA RA
    APPROVED
    Since 2024-01-19
  • FL RA
    APPROVED
    Since 2024-01-19
  • IA RA
    APPROVED
    Since 2024-01-19
  • MN RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2024-01-19

Branch Locations

7815 3Rd Street North Suite 201, Oakdale, MN 55128 • 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
U.S. Bancorp Investments, Inc Cottage Grove MN 10/2008 02/2017
Woodbury Financial Services Inc Oakdale MN 02/2017 01/2024
Osaic Wealth, Inc. Oakdale MN 01/2024 Present
Previous Registrations
  • 2017-02-17 → 2024-01-19
    Woodbury Financial Services, Inc.
    Oakdale, MN
    Oakdale, MN
    Lake Elmo, MN
  • 2013-12-10 → 2017-02-24
    Cottage Grove, MN
    Saint Paul, MN
    Stillwater, MN
    Lino Lakes, MN
    Forest Lake, MN
    Andover, MN
    Woodbury, MN
    Circle Pines, MN
    Blaine, MN
    Richfield, MN
    Blaine, MN
    Hugo, MN
    Forest Lake, MN
    Circle Pines, MN
    Saint Paul, MN
    Saint Paul, MN
    Lakeland, MN
Other Businesses

1) ST. CROIX WEALTH MANAGEMENT LLC POSITION: President NATURE: Paying agent for employees and Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/03/2017 ADDRESS: 7815 3rd St. N Ste 201, Oakdale MN 55128; DESCRIPTION: Used to pay employees and may process tradition insurance business, which may include sales Traditional Life Insurance, Disability, Health, LTC and Fixed Annuities. 2) MILES PROPERTIES POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2011 ADDRESS: 1315 Pebble Beach Dr, Woodbury MN 55129; DESCRIPTION: Rental Property 3) St. Croix Property L.L.C.. POSITION: OWNER. NATURE: LLC. INVESTMENT RELATED: YES. HOURS: 2. START DATE: 10/17/2022 ADDRESS: 7815 3rd St. N Ste 201, Oakdale, MN 55128. DESCRIPTION: Rental Property, Collect Payments, Property Management.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-12
  • S66 Uniform Combined State Law Examination
    2008-03-12

View on SEC IAPD

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