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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
3736 Osage Beach Parkway, Osage Beach, MO 65065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Osage Beach | MO | 05/2015 | 01/2024 |
| Osaic Wealth, Inc. | Osage Beach | MO | 01/2024 | Present |
1. STRATEGIC WEALTH INC POSITION: PRESIDENT NATURE: CORPORATION- MARKETING NAME FOR OFFERING OF INVESTMENT PRODUCTS/ADVICE, INSURANCE PRODUCTS INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/01/2015 ADDRESS: 3736B OSAGE BEACH PARKWAY, OSAGE BEACH MO 65084, United States DESCRIPTION: INVESTMENT PRODUCT SALES, INVESTMENT ADVICE, INSURANCE SALES INCLUDING BUT NOT LIMITED TO: FIXED ANNUITIES, EIA ANNUITIES, MEDICARE SUPPLEMENTS, LONG TERM CARE INS, LIFE INSURANCE, DISABILITY INSURANCE. 2. OAKWOOD HILLS ESTATES POA POSITION: Vice President/Secretary NATURE: Not For Profit Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/18/2025 ADDRESS: 19 Matson Lane, Linn Creek MO 65052, United States DESCRIPTION: Assist President, & Treasurer of POA with management and administration of Property Owners Association for our neighborhood. 3. DRONIN' AROUND LLC POSITION: Owner/Operator NATURE: LLC - Single Member INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/17/2026 ADDRESS: 108 Quiet Meadows Ct, Linn Creek MO 65052, United States DESCRIPTION: Photography, Videography, Drone Pilot
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-08 |
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