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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Oakdale | MN | 06/2020 | Present |
| Damm Pharmacy | Derby | KS | 06/2015 | 06/2018 |
| Kansas State University | Manhattan | KS | 06/2018 | 06/2020 |
| Woodbury Financial Services Inc | Wichita | KS | 02/2021 | 01/2024 |
| Osaic Wealth, Inc. | Wichita | KS | 01/2024 | Present |
1. WEALTH LEGACY ADVISORS POSITION: Para planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: 201 S. Oliver, wichita KS 67218, United States DESCRIPTION: I open and create accounts, file and scan paperwork, and help create financial plans in our software. 2. REMI'S RENTALS POSITION: Owner NATURE: We have a few rentals that we manage. They are owned by a LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2025 ADDRESS: 115 W Buckthorn Rd, Derby KS 67037, United States DESCRIPTION: We rent out two houses we own and manage the tenants and help with any issues they have.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-02 |
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