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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
7815 3Rd Street North Suite 201, Oakdale, MN 55128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-12 |
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