Eric Warren Katauskas

Current Employers

Employment History

• 04/2002 → 01/2024
  Woodbury Financial Services
  Maitland, FL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Maitland, FL

Previous Registrations

• 2002-05-08 → 2024-01-19
  Woodbury Financial Services, Inc.
  Maitland, FL
  Maitland, FL

Other Businesses

1) ALEXANDER FINANCIAL SERVICES; NONINV RELATED; 541 S ORLANDO AVE STE 206 MAITLAND,FL 32751; PROPERTY AND CASUALTY INSURANCE AGENCY SELL NON-REGISTERED INSURANCE PRODUCTS (LIFE AND HEALTH, GROUP LIFE & DENTAL) AND SERVE AS BOOKKEEPER; VICE PRESIDENT; 07/01/1998; 20HR/MON; 15HR/MON; SELL NON-REGISTERED INSURANCE PRODUCTS (LIFE AND HEALTH, GROUP LIFE & DENTAL) AND SERVE AS BOOKKEEPER 2) ALEXANDER INSURANCE AGENCY; NONINV RELATED; 541 S ORLANDO AVE STE 206 MAITLAND,FL 32751; SELL EMPLOYEE BENEFIT PLANS-RUN ADMIN OF P&C AGENCY; VICE PRESIDENT; 07/01/2001; 20HR/MON; 15HR/MON; SALES OF EMPLOYEE BENEFIT PLANS & ADMIN OF P&C AGENCY 3) ALEXANDER FINANCIAL GROUP, LLC DBA ALEXANDER FINANCIAL SERVICES POSITION: Vice President NATURE: Alexander Financial Group, LLC dba Alexander Financial Services is the fictitious name under which I market myself. This includes securities business, but also includes employee benefits business and brokerage life insurance business. Alexander Financial Group, LLC is the actual entity, and Alexander Financial Services is the fictitous name. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 60 START DATE: 03/01/2002 ADDRESS: 541 S. Orlando Avenue, Suite 206, Maitland FL 32751 DESCRIPTION: Under the Alexander Financial Services fictitious name I am engaged in the sale of securities business, as well as employee benefits and brokerage life business. 4) CANOPY RISK RETENTION GROUP, INC. POSITION: Board Member NATURE: Business is a Risk Retention Group, organized as a corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2018 ADDRESS: PO Box 3199, Winston-Salem NC 27102-3199, United States DESCRIPTION: I will be involved as one of the founding board members of the establishment of a new Risk Retention Group in the State of NC. 5) TRUSTEE & PERSONAL REPRESENTATIVE FOR BROTHER-IN-LAW POSITION: Personal Representative & Trustee NATURE: My brother-in-law has established estate planning documents including Last Will & Testament and Testamentary Trust, for which I will serve as Personal Representative and Trustee, respectively. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/29/2023 ADDRESS: 541 S Orlando Ave, Suite 206, Maitland FL 32751, United States DESCRIPTION: In the event of the death of my brother-in-law, I would serve as Personal Representative and Trustee of his Testamentary Trust on behalf of his daughters (my nieces).

Exams

• S66 Uniform Combined State Law Examination
  1999-10-12

Designations