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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Oconto Falls | WI | 08/2009 | 01/2024 |
| J Just Investments | Oconto Falls | WI | 08/2006 | Present |
| Osaic Wealth, Inc. | Oconto Falls | WI | 01/2024 | Present |
1. J JUST INVESTMENTS LLC; INVT REL; 400 W HIGHLAND DR, OCONTO FALL WI 54154; INSURANCE SALES AND SERVICE; OWNER; START 10/13/2000; 5 HRS/MO; 5 HRS/MO DURING TRADING; INSURANCE SALES AND SERVICE. 2. RE-LAX LACROSSE, INC. POSITION: Board Member at Large NATURE: Corporation 501(c)(3) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 3740 Eastwood Ave, Green Bay WI 54301, United States DESCRIPTION: Responsible for oversight, governance fiduciary responsibilities, strategic planning, and management of the Corporation's affairs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-04 |
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