Macauley Beloney

Current Employers

Employment History

• 09/2002 → 01/2024
  Woodbury Financial Services
  Mesa, AZ
• 01/2024 → 10/2025
  Osaic Wealth, Inc.
  Phoenix, AZ
• 10/2025 → Present
  Lpl Financial
  Phoenix, AZ

Previous Registrations

• 2024-01-19 → 2025-10-15
  Osaic Wealth, Inc.
  Phoenix, AZ
• 2007-10-25 → 2024-01-19
  Woodbury Financial Services, Inc.
  Chandler, AZ
  Phoenix, AZ
  Chandler, AZ
  Phoenix, AZ
  Phoenix, AZ

Other Businesses

1. 07/2025 - San Tran Insurance Agency - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Phoenix, AZ 85008 - OBA Start Date: 06/15/2017 2. 07/2025 - Avery Island LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 160 Hrs/Mth - 0 Hrs During Trading - Phoenix, AZ 85008 - OBA Start Date: 10/01/2020 3. 07/2025 - Real Estate Rental - Real Estate Rental - Investment Related - 10 Hrs/Mth - 0 Hrs During Trading - Chandler, AZ 85286 - OBA Start Date: 03/21/2023 4. 07/2025 - Backwater Limited Partnership - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Chandler, AZ 85249 - OBA Start Date: 07/28/2008 5. 07/2025 - Southwest Wealth Advisory Group LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 250 Hrs/Mth - 10 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 08/04/2025 6. 07/2025 - Macauley Beloney - Non-Variable Insurance - Non-Variable Insurance - Investment Related - 10 Hrs/Mth - 5 Hrs During Trading - Phoenix, AZ 85008 - OBA Start Date: 10/04/1991

Exams

• S66 Uniform Combined State Law Examination
  2007-10-12
• S63 Uniform Securities Agent State Law Examination
  1991-08-01