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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chesterman Co. Coca-Cola | Mitchell | SD | 09/2016 | 03/2021 |
| Boyd Financial Services | Mitchell | SD | 03/2021 | Present |
| Woodbury Financial Services Inc | Mitchell | SD | 08/2021 | 01/2024 |
| Osaic Wealth, Inc. | Mitchell | SD | 01/2024 | Present |
1) BOYD FINANCIAL SERVICES POSITION: Registered Rep NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/29/2021 ADDRESS: 208 E 3rd Ave, Mitchell SD 57301, United States DESCRIPTION: Solicit new clientsSet up new accountsMake suitable recommendations to clientsAssist in completing paperworkFill out applications for different types of products including, but not limited to; life insurance applications, annuity applications, retirement accounts, and general investment accounts. 2) DAVY BOUTIQUE POSITION: Assistant to the Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 06/11/2021 ADDRESS: 600 E 13th Ave, Mitchell SD 57301, United States DESCRIPTION: Help organize and pack orders for shipping, delivery, and pickup. Help check in and price new products and ensure that inventory levels are accurate. 3) BOYD ADVISORY GROUP, INC., DBA BOYD FINANCIAL SERVICES POSITION: Shareholder/ Treasurer NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2025 ADDRESS: 208 E 3rd Ave, Mitchell SD 57301, United States DESCRIPTION: Registered Representative and Investment Advisor for Osaic Wealth, Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-21 |
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