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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fortis | Woodbury | MN | 05/2000 | 01/2024 |
| Osaic Wealth, Inc. | Minneapolis | MN | 01/2024 | Present |
1)WOODHILL FINANCIAL; NONINV RELATED; 7500 HIGHWAY 55 #195 GOLDEN VALLEY MN 55427; INS/HEALTH INS; AGENT; 09/01/2002; 4HR/MON; 4HR/MON; SELLING TERM LIFE INS POLICIES/PROVIDING HEALTH INS TO CLIENTS. 2. DOWN SYNDROME FOUNDATION POSITION: BOARD MEMBER NATURE: NON-PROFIT ORGANIZATION FOR DOWN SYDROME FUNDING INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2015 ADDRESS: 17186 DANIEL LANE, EDEN PRAIRIE MN 55346 DESCRIPTION: GIVE OPINIONS ON UPCOMING FUNDRAISING EVENTS 3) BUILDING BLOCKS POSITION: Secretary NATURE: Building Blocks is a Non-Profit Organization that is for well deserved youth and families in North Minneapolis. The website that can contain more information is http://buildingblocksmn.org INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/06/2019 ADDRESS: 750 2nd St NE, Suite 130, Hopkins MN 55343, United States DESCRIPTION: Taking notes for the Board Meetings, and voting on any topics/discussions that may arise 4) INSURANCE LICENSE POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2000 ADDRESS: 2837 Dupont Ave. S. W212, Minneapolis MN 55408, United States DESCRIPTION: Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-10 |
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