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Whitney Brooke Stewart

Osaic Wealth, Inc.

Lake Charles, LA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-01-19
  • LA RA
    APPROVED
    Since 2024-01-19

Branch Locations

5901 Gray Market Drive Suite A, Lake Charles, LA 70605 • 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. Lake Charles LA 10/2011 01/2024
Osaic Wealth, Inc. Lake Charles LA 01/2024 Present
  • 10/2011 → 01/2024
    Woodbury Financial Services, Inc.
    Lake Charles, LA
  • 01/2024 → Present
    Osaic Wealth, Inc.
    Lake Charles, LA
Previous Registrations
  • 2022-06-22 → 2024-01-19
    Woodbury Financial Services, Inc.
    Lake Charles, LA
Other Businesses

1. BUTCH FERDINANSEN LAKE CHARLES, LA ADMINISTRATIVE ASSISTANT FILING, PHONE, SERVICES, ADMIINISTRATIVE DUTIES 160 HOURS/MONTH SECURITIES RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-03
S63 Uniform Securities Agent State Law Examination 2012-03-14
  • S66 Uniform Combined State Law Examination
    2022-06-03
  • S63 Uniform Securities Agent State Law Examination
    2012-03-14
Other Names
  • Whitney B Drost
  • Whitney Brooke Drost

View on SEC IAPD

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Stephen P Spratley
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Other Offices

J.P. MORGAN SECURITIES LLC · LAKE CHARLES, LA
PROSPERITY CAPITAL ADVISORS · Lake Charles, LA
EDWARD JONES · LAKE CHARLES, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · Lake Charles, LA
LPL FINANCIAL LLC · LAKE CHARLES, LA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · LAKE CHARLES, LA
EAGLE STRATEGIES LLC · LAKE CHARLES, LA
EAGLE STRATEGIES LLC · LAKE CHARLES, LA

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