Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-30
CA RA APPROVED 2023-02-09
  • TX RA
    APPROVED
    Since 2023-03-30
  • CA RA
    APPROVED
    Since 2023-02-09

Branch Locations

23655 N Scottsdale Rd, Scottsdale, AZ 85255 • 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
Unemployed Casa Grande AZ 11/2010 06/2017
Casa Grande Dairy Company Casa Grande AZ 07/2017 08/2019
Cfss Phoenix AZ 07/2019 05/2020
Arizona State University Tempe AZ 01/2020 09/2020
Dobson Ranch Golf Course Mesa AZ 06/2020 10/2020
Formula G Scottsdale AZ 11/2020 05/2021
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2021 12/2022
Northwestern Mutual Investment Services Llc Gilbert AZ 07/2022 12/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Casa Grande AZ 12/2022 Present
Bank Of America, N.A. Casa Grande AZ 01/2023 Present
  • 11/2010 → 06/2017
    Unemployed
    Casa Grande, AZ
  • 07/2017 → 08/2019
    Casa Grande Dairy Company
    Casa Grande, AZ
  • 07/2019 → 05/2020
    Cfss
    Phoenix, AZ
  • 01/2020 → 09/2020
    Arizona State University
    Tempe, AZ
  • 06/2020 → 10/2020
    Dobson Ranch Golf Course
    Mesa, AZ
  • 11/2020 → 05/2021
    Formula G
    Scottsdale, AZ
  • 06/2021 → 12/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 07/2022 → 12/2022
    Northwestern Mutual Investment Services Llc
    Gilbert, AZ
  • 12/2022 → Present
    Casa Grande, AZ
  • 01/2023 → Present
    Bank Of America, N.A.
    Casa Grande, AZ
Other Businesses

I*1333291 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: RP, RP, RP Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 6/30/2023 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , I*1400268 For profit or not for profit: Entity For Profit Name of outside business organization: Antelope RPN Holdings LLC Investment related: N Address of business: Casa Grande, Arizona, 85194, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 8/1/2023 Number of hours devoted: 5 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , The purpose of the LLC is to form a bank account where the money from the rental property can be deposited, and where expenses related to the rental can come out of. I will be the statutory agent.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-30
  • S66 Uniform Combined State Law Examination
    2023-01-30
Other Names
  • Rube Anthony Woolsey
  • Rube Anthony Woolsey
  • Rube Woolsey

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor