Judith Naegely

Current Employers

Employment History

• 07/2007 → 08/2020
  Certamed Medical Staffing Llc
  Longwood, FL
• 08/2007 → 09/2021
  Pariox Llc
  Longwood, FL
• 05/2020 → 01/2024
  Woodbury Financial Services Inc
  Colorado Springs, CO
• 01/2024 → Present
  Osaic Wealth, Inc.
  Colorado Springs, CO

Previous Registrations

• 2021-08-02 → 2024-01-19
  Woodbury Financial Services, Inc.
  Colorado Springs, CO

Other Businesses

1. MARATHON WEALTH AND PROTECTION STRATEGIES POSITION: Financial Advisor NATURE: DBA name only; we are independent advisors with Osaic and do not have an LLC or other entity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2021 ADDRESS: 210 E Las Animas Street, Suite 111, Colorado Springs CO 80903, United States DESCRIPTION: The sale of Fixed Income Insurance Solutions, and Life Insurance products as a licensed Financial Advisor and Licensed Insurance Agent. These are solutions we may implement as part of our Holistic Financial Planning we provide through the same DBA Marathon Wealth and Protection Strategies. 2. CARROLL MAGNET MIDDLE SCHOOL PTO POSITION: Co-Sponsorship and Fundraising Chair NATURE: non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 08/26/2024 ADDRESS: 4520 Six Forks Rd, Raleigh NC 27609, United States DESCRIPTION: Run parent fundraising campaign to raise money for the school. We do a no-fuss fundraiser where parents can donate to teachers + staff. Volunteer to work in the concessions. Booster-related activities; possible events at local businesses whereby they might donate some of their profits to the school on "spirit night". 3. LIVE YOUR ARCHETYPE POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 09/25/2024 ADDRESS: 5421 Old Poole Rd., #106, Raleigh NC 27610, United States DESCRIPTION: Speaker / Starter of the Conversation along with my 2 partners who are Sanjay Das and Jessica Cunningham. VISION: People in our audience will take the Live Your Archetype quiz, and then join one of our workshops. The workshop is high-level, and conversational. We will open up with a question, and from there most of the talking is done by the participants. At the end, the audience is provided with a one-page document with 12 actionable steps they can take to plan to live their dream. These actionable steps may or may not include additional conversations with me or one of my partners. LIVE YOUR ARCHETYPE LLC POSITION: Managing Member NATURE: Please see Live Your Archetype OBA approved on 9/30/24 for activities. This is a separate ticket to request approval for the actual LLC business under which Live Your Archetype activities will be performed. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/21/2024 ADDRESS: 5421 Old Poole Rd, #106, Raleigh NC 27610, United States DESCRIPTION: Maintain the balance sheet and other financial statements for this business. The other activities of Live Your Archetype were approved under Live Your Archetype the OBA and are separate of my duties as the managing member of this LLC.

Exams

• S66 Uniform Combined State Law Examination
  2020-12-08

Other Names

• Judith Lucie Claessens