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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-01-19 |
Branch Locations
217 Greenfield Road, South Deerfield, MA 01373 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 03/2016 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 03/2016 | 03/2019 |
| Ramon Financial Services | South Deerfield | MA | 07/2014 | Present |
| Woodbury Financial Services, Inc. | South Deerfield | MA | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | South Deerfield | MA | 01/2024 | Present |
1. RAMON FINANCIAL SERVICES POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/10/2016 ADDRESS: 217 Greenfield Road, PO Box 346, South Deerfield MA 01373, United States DESCRIPTION: Matthew Ramon is a business development consultant and an independent licensed insurance broker. From time to time he will offer clients advice or products from these activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-05 |
| S65 | Uniform Investment Adviser Law Examination | 2007-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-26 |
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