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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2024-01-19
  • KY RA
    APPROVED
    Since 2024-01-19

Branch Locations

2201 Lexington Ave A16, Ashland, KY 41101 • United States

121 N Main Street Suite 102, Monticello, KY 42633 • United States

1527 Carter Avenue, Ashland, KY 41101 • 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
Metlife Securities Inc. Lexington KY 02/2016 03/2017
Mml Investors Services, Llc Lexington KY 03/2017 12/2021
Mass Mutual Life Insurance Company Lexington KY 07/2016 12/2021
Woodbury Financial Services Inc Ashland KY 12/2021 01/2024
Osaic Wealth, Inc. Monticello KY 01/2024 Present
  • 02/2016 → 03/2017
    Metlife Securities Inc.
    Lexington, KY
  • 03/2017 → 12/2021
    Lexington, KY
  • 07/2016 → 12/2021
    Mass Mutual Life Insurance Company
    Lexington, KY
  • 12/2021 → 01/2024
    Woodbury Financial Services Inc
    Ashland, KY
  • 01/2024 → Present
    Monticello, KY
Previous Registrations
  • 2021-12-20 → 2024-01-19
    Woodbury Financial Services, Inc.
    Monticello, KY
    Ashland, KY
  • 2017-03-25 → 2021-12-22
    Lexington, KY
    Lexington, KY
  • 2016-04-08 → 2017-03-25
    Msi Financial Services, Inc.
    Lexington, KY
Other Businesses

1. FINANCIAL PARTNERS GROUP POSITION: Member NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 176 SECURITIES TRADING HOURS: 143 START DATE: 02/17/2022 ADDRESS: 1536 Winchester Ave Suite 202, Ashland KY 41101, United States DESCRIPTION: This is the DBA for all activities with Woodbury Financial. 2. GREG RANKIN POSITION: owner NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/08/2023 ADDRESS: 9800 Grand Sandestin Blvd. #5220, Miramar Beach FL 32550, United States DESCRIPTION: I use a rental management company to manage short term rentals for a vacation condo. 3. FINANCIAL PARTNERS GROUP POSITION: Member NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 176 SECURITIES TRADING HOURS: 143 START DATE: 02/17/2022 ADDRESS: 1527 Carter Avenue, Ashland KY 41101, United States DESCRIPTION: This is the DBA for all activities with Osaic.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-23
  • S66 Uniform Combined State Law Examination
    2016-03-23
Other Names
  • Greg Rankin

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