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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

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

Branch Locations

1600 A Street #310, Anchorage, AK 99501 • United States

130 Seward Street #1, Juneau, AK 99801 • 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
United State Senate Washington DC 04/2015 08/2017
State Of Alaska Anchorage AK 09/2017 12/2018
Cook Inlet Region, Inc. Anchorage AK 03/2019 01/2020
Unemployed Anchorage AK 12/2018 03/2019
Woodbury Financial Anchorage AK 01/2020 01/2024
Woodbury Financial Services Inc Anchorage AK 03/2020 01/2024
Osaic Wealth, Inc. Juneau AK 01/2024 Present
Doyon Ltd Fairbanks AK 04/2021 Present
  • 04/2015 → 08/2017
    United State Senate
    Washington, DC
  • 09/2017 → 12/2018
    State Of Alaska
    Anchorage, AK
  • 03/2019 → 01/2020
    Cook Inlet Region, Inc.
    Anchorage, AK
  • 12/2018 → 03/2019
    Unemployed
    Anchorage, AK
  • 01/2020 → 01/2024
    Woodbury Financial
    Anchorage, AK
  • 03/2020 → 01/2024
    Woodbury Financial Services Inc
    Anchorage, AK
  • 01/2024 → Present
    Juneau, AK
  • 04/2021 → Present
    Doyon Ltd
    Fairbanks, AK
Previous Registrations
  • 2022-12-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    Anchorage, AK
    Juneau, AK
Other Businesses

1. ALASKA PUBLIC MEDIA POSITION: board member NATURE: Public media non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2020 ADDRESS: 3877 University Dr, Anchorage AK 99508, United States DESCRIPTION: Government affairs outreach, oversight of management of the organization. 2. DOYON LTD POSITION: Associate General Counsel NATURE: Alaska Native Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 4 START DATE: 04/19/2021 ADDRESS: 1 Doyon Pl, Fairbanks AK 99701, United States DESCRIPTION: I provide ad hoc review of natural resource related activities. 3. SELF POSITION: financial planner NATURE: fixed insurance INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 1600 A St, 310, Anchorage AK 99501, United States DESCRIPTION: When applicable, take an app and send to carrier. 4. SELF POSITION: owner NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2018 ADDRESS: 400 Massachusetts Ave NW, #203, Washington DC 20001, United States DESCRIPTION: find renters in between leases find repairmen, if needed 5. NOMINATING CMTE OF CHUGACH ELECTRIC ASSOCIATION POSITION: Nominating Committee Member NATURE: I interview board candidates and make recommendations for whether they should be moved forward to the cooperative for consideration. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/30/2020 ADDRESS: 5601 Electron Dr, 99518, Anchorage AK 99518, United States DESCRIPTION: I interview board candidates and make recommendations for whether they should be moved forward to the cooperative for consideration. 6. TRUE NORTH FEDERAL CREDIT UNION POSITION: Board Member NATURE: Board Member INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/26/2024 ADDRESS: 341 W. Tudor Road, Suite 100, Anchorage AK 99503, United States DESCRIPTION: Participate in board meetings after hours. Review board meeting materials in advance of board meetings after hours. 7. FAR POINT FINANCIAL POSITION: Owner NATURE: LLC to place some of my commissions, etc... INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/13/2024 ADDRESS: 1600 A St, 310, Anchorage AK 99501, United States DESCRIPTION: I sent up this LLC to have my own branding for my otherwise sole prop business. I haven't yet figured out how best to route my commissions, etc. 8. DOYON LTD POSITION: contractor NATURE: Alaska Native Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 18 SECURITIES TRADING HOURS: 2 START DATE: 01/04/2025 ADDRESS: 1 Doyon Pl, Fairbanks AK 99701, United States DESCRIPTION: I provide ad hoc review of natural resource related activities - I cannot provide you with a copy of my contract because it is confidential but my services are related to land management and land resources efforts, are mostly verbal in nature but I do review some contracts, and all services are wholly unrelated to securities. 9. THEMIS LAW, LLC POSITION: Attorney NATURE: LLC law practice INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 4 START DATE: 04/01/2026 ADDRESS: 1600 A St, 310, Anchorage AK 99501, United States DESCRIPTION: Draft wills and trusts and provide some ancillary business legal advice.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-12
S63 Uniform Securities Agent State Law Examination 2020-05-16
  • S65 Uniform Investment Adviser Law Examination
    2022-09-12
  • S63 Uniform Securities Agent State Law Examination
    2020-05-16

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