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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-05 |
| TX | RA | APPROVED_RES | 2026-02-05 |
| MN | RA | APPROVED | 2024-01-19 |
Branch Locations
539 Bielenberg Drive Suite 210, Woodbury, MN 55125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Oakdale | MN | 04/2015 | 04/2018 |
| Wisconsin Army National Guard | Hayward | WI | 06/2014 | Present |
| Woodbury Financial Services Inc | Woodbury | MN | 04/2018 | 01/2024 |
| Osaic Wealth, Inc. | Woodbury | MN | 01/2024 | Present |
1. GT FINANCIAL ADVISORS POSITION: Operations Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 280 SECURITIES TRADING HOURS: 280 START DATE: 04/23/2018 ADDRESS: 539 Bielenberg Drive, Suite 210, Woodbury MN 55125, United States DESCRIPTION: -Creating Proposals for advisor review and approval -Sending account paperwork to clients -Processing signed paperwork -Following up on submitted paperwork -Account Maintenance 2. GT TRUST & ESTATE PLANNING, LLC POSITION: Associate NATURE: LLC - Legal Practice INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2026 ADDRESS: 539 Bielenberg Drive, Suite 210, Woodbury MN 55125, United States DESCRIPTION: Net worth statement preparation and client communication
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-21 |
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