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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holloway & Associates | Meridian | ID | 02/2011 | Present |
| Woodbury Financial Services Inc | Meridian | ID | 03/2017 | 01/2024 |
| Osaic Wealth, Inc. | Nampa | ID | 01/2024 | Present |
1. HOLLOWAY & ASSOCIATES POSITION: Notary Public Idaho NATURE: Notary Public (Sole Proprietorship) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/13/2017 ADDRESS: 1015 Caldwell Blvd, Nampa ID 83651, United States DESCRIPTION: As a notary public in the State of Idaho, I will certify by use of approved/qualified stamp that verified clients (verification by visual inspection of valid passport, drivers license, etc.) physically signed specified paperwork that required notarization. It is anticipated that this service will be offered to existing clients free of charge, while non-client notarizations will be charged the state fee of $5.00 (maximum). 2. HOLLOWAY & ASSOCIATES POSITION: Licensed Agent/Producer NATURE: Independant Insurance Agent/Producer (Life, Health, Disability Insurances & Fixed Annuities) INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2011 ADDRESS: 1015 Caldwell Blvd, Nampa ID 83651, United States DESCRIPTION: Assist clients in determining appropriate insurance needs to protect and preserve their assets. Assist clients in filling out necessary application paperwork to apply for insurance needs. Deliver policies/contracts to clients upon receiving. Life insurances (fixed and variable), health insurances, disability insurances and fixed annuities options are discussed per client's needs. Service in-force client policies/contracts. 3. IDAHO OVERLANDERS, LLC POSITION: Owner/Founder NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2019 ADDRESS: 11697 W Crested Butte Ave, Nampa ID 83651, United States DESCRIPTION: event coordination and planning
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-12-04 |
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