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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-01-19
MO RA APPROVED 2024-01-19
TX RA APPROVED_RES 2024-01-19
  • KS RA
    APPROVED
    Since 2024-01-19
  • MO RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2024-01-19

Branch Locations

120 N Main St Suite 1, El Dorado, KS 67042 • United States

10561 Barkley St Suite 200, Overland Park, KS 66212 • 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 Overland Park KS 11/2014 01/2024
Osaic Wealth, Inc. Overland Park KS 01/2024 Present
  • 11/2014 → 01/2024
    Woodbury Financial Services Inc
    Overland Park, KS
  • 01/2024 → Present
    Overland Park, KS
Previous Registrations
Other Businesses

1. CORNERSTONE WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 60 START DATE: 12/28/2015 ADDRESS: 8500 College Blvd, Overland Park KS 66210 DESCRIPTION: Property Casualty Licensed 2. CORNERSTONE COMPANIES POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 60 START DATE: 12/28/2015 ADDRESS: 4400 College Blvd, Suite 350, Overland Park KS 66211, United States DESCRIPTION: Property Casualty Licensed 3. CORNERSTONE WEALTH MANAGEMENT POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2015 ADDRESS: 10561 Barklet Street, Suite 200, Overland Park KS 66212, United States DESCRIPTION: Sell Life, Health, Disabillity, Long-Term Care, and Critical Illness Insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-08
  • S66 Uniform Combined State Law Examination
    2012-11-08
Other Names
  • Tyler Davidson

View on SEC IAPD

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