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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-25 |
| TX | RA | APPROVED_RES | 2024-01-19 |
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
W233 N2080 Ridgeview Parkway Suite 203, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Manitowoc Company, Inc. | Milwaukee | WI | 11/2017 | 01/2021 |
| Deloitte | Milwaukee | WI | 10/2016 | 11/2017 |
| Unemployed | Brookfield | WI | 06/2016 | 10/2016 |
| Woodbury Financial Services Inc | Waukesha | WI | 12/2020 | 01/2024 |
| Osaic Wealth, Inc. | Waukesha | WI | 01/2024 | Present |
1. FERRITO & O'GORMAN FINANCIAL GROUP POSITION: Registered Representative NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/10/2021 ADDRESS: W233 N2080 Ridgeview Pkwy, #203, Waukesha WI 53188, United States DESCRIPTION: Assisting in the sale and administration of life insurance policies to clients. 2. COLLIN O'GORMAN POSITION: Baseball Instructor NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 6975 Hearthstone Ct E, Lannon WI 53045, United States DESCRIPTION: Baseball instructor that provides private lessons for players from ages 7 through 18.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-25 |
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