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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-26 |
| WA | RA | APPROVED | 2024-01-19 |
Branch Locations
3318 Bridgeport Way W Suite B, University Place, WA 98466 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Randall Maag | Port Townsend | WA | 01/1996 | Present |
| Bankers Life & Casualty | University Place | WA | 06/2008 | 04/2020 |
| Port Townsend High School | Port Townsend | WA | 11/1993 | 12/2019 |
| Bankers Life Securities, Inc. | University Place | WA | 05/2016 | 04/2020 |
| Woodbury Financial Services Inc | University Place | WA | 04/2020 | 01/2024 |
| Osaic Wealth, Inc. | University Place | WA | 01/2024 | Present |
1. RCM WEALTH MANAGEMENT POSITION: Financial Professional NATURE: sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 08/27/2020 ADDRESS: 3318 Bridgeport Way W, Suite B, University Place WA 98466, United States DESCRIPTION: Meet with clients in the office to help with their financial goals. Main focus on securities, but insurance when it is appropriate. 2. PET TOWN INC POSITION: Owner NATURE: Retail pet store selling pet supplies for dogs and cats INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 ADDRESS: 2427 Sims Way W, Port Townsend WA 98368, United States DESCRIPTION: My wife Deanna operates 99% of the business. I sign the tax returns and consult on major decisions but she runs the operation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-25 |
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