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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.BEck, Inc. | Bethesda | MD | 01/2011 | 11/2016 |
| No Actual Name. I Have And Do Fixed Annuities On Occasion | Visalia | CA | 06/2014 | 11/2016 |
| Questar Capital Corporation | Minneapolis | MN | 12/2016 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 12/2016 | 03/2019 |
| Woodbury Financial Services, Inc. | Visalia | CA | 03/2019 | 01/2024 |
| Woodbury Financial Services, Inc. | Visalia | CA | 03/2019 | Present |
| Osaic Wealth, Inc. | Visalia | CA | 01/2024 | Present |
NICHOLAS ANDREW MORGAN. POSITION: Insurance Agent. NATURE: Fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/22/2016 ADDRESS: 218 N West St, Visalia CA 93291 DESCRIPTION: Insurance sales and service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-05 |
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