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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 | 2024-06-10 |
| CA | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Asset Management | Minneapolis | MN | 01/2012 | 03/2019 |
| Questar Capital Corporation | Minneapolis | MN | 01/2012 | 03/2019 |
| Woodbury Financial Services, Inc. | Red Bluff | CA | 03/2019 | Present |
| Woodbury Financial Services, Inc. | Red Bluff | CA | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Red Bluff | CA | 01/2024 | Present |
1) POLSTER FINANCIAL SERVICES. POSITION: Insurance Agent. NATURE: Fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/20/2012 ADDRESS: 1380 Southpointe Drive, Red Bluff CA 96080, United States DESCRIPTION: Fixed annuities and life. 2) LASSEN TAX PROFESSIONALS, INC POSITION: Enrolled Agent NATURE: Business is now a C-Corporation as of 2023. I have an ownership interest in the company as of 2023. INVESTMENT RELATED: No NUMBER OF HOURS: 84 SECURITIES TRADING HOURS: 42 START DATE: 03/01/2019 ADDRESS: 208 Elm St, Red Bluff CA 96080, United States DESCRIPTION: Provide tax preparation and representation services as an Enrolled Agent. 3) DAN POLSTER OSAIC WEALTH POSITION: Insurance Agent NATURE: Dan Polster, Financial Advisor with Osaic Wealth Inc (sole proprietorship)- offering insurance services as allowed by the firm to possibly include life insurance, fixed annuities, etc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2019 ADDRESS: 208 Elm St, Red Bluff CA 96080, United States DESCRIPTION: Dan Polster, Financial Advisor with Osaic Wealth Inc (sole proprietorship)- offering insurance services as allowed by the firm to possibly include life insurance, fixed annuities, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-03 |
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