Best Investors Account Sign in
Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-01-19
TX RA APPROVED_RES 2024-01-19
  • MO RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2024-01-19

Branch Locations

3736 Osage Beach Parkway, Osage Beach, MO 65065 • 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
Woodbury Financial Services Inc Osage Beach MO 05/2015 01/2024
Osaic Wealth, Inc. Osage Beach MO 01/2024 Present
  • 05/2015 → 01/2024
    Woodbury Financial Services Inc
    Osage Beach, MO
  • 01/2024 → Present
    Osage Beach, MO
Previous Registrations
  • 2015-05-29 → 2024-01-19
    Woodbury Financial Services, Inc.
    Osage Beach, MO
    Osage Beach, MO
    Chesterfield, MO
  • 2011-10-21 → 2015-06-19
    Concourse Financial Group Securities, Inc.
    Columbia, MO
    Birmingham, AL
    Lake Ozark, MO
    Columbia, MO
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-08
  • S66 Uniform Combined State Law Examination
    2011-10-08

View on SEC IAPD

More in Osage Beach, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor