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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hd Financial Services Llc | Mukwonago | WI | 01/2013 | Present |
| Woodbury Financial Services Inc | Mukwonago | WI | 10/2018 | 01/2024 |
| Osaic Wealth, Inc. | Mukwonago | WI | 01/2024 | Present |
1. HD FINANCIAL SERVICES LLC POSITION: Owner NATURE: LLC being taxed as a S-Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/21/2013 ADDRESS: 919 Main Street, Mukwonago WI 53149, United States DESCRIPTION: Tax and Accounting Practice 2. TENACITY ADVISORY GROUP, INC. POSITION: Affiliated Advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 566 Red Bird Circle, DePere WI 54115, United States DESCRIPTION: Share Best Practices 3. HD FINANCIAL SERVICES LLC POSITION: Owner NATURE: LLC being taxed as a S-Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/21/2013 ADDRESS: 123 Wolf Run, Suite 4, Mukwonago WI 53149, United States DESCRIPTION: Tax and Accounting Practice 4. HD FINANCIAL SERVICES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/21/2013 ADDRESS: 123 Wolf Run, Suite 4, Mukwonago WI 53149, United States DESCRIPTION: Tax and Accounting Business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-26 |
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