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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-19
MI RA APPROVED 2024-01-19
TX RA APPROVED_RES 2024-01-19
  • FL RA
    APPROVED
    Since 2024-01-19
  • MI RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2024-01-19

Branch Locations

Spring Lake, MI • United States

14427 Summerside St, Livonia, MI 48154 • 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
Questar Capital Corporation Minneapolis MN 05/2000 03/2019
Questar Asset Management Minneapolis MN 10/2000 03/2019
Woodbury Financial Services, Inc. Ann Arbor MI 03/2019 Present
Woodbury Financial Services, Inc. Ann Arbor MI 03/2019 01/2024
Osaic Wealth, Inc. Ann Arbor MI 01/2024 Present
  • 05/2000 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 10/2000 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → Present
    Woodbury Financial Services, Inc.
    Ann Arbor, MI
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    Ann Arbor, MI
  • 01/2024 → Present
    Ann Arbor, MI
Previous Registrations
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    Ann Arbor, MI
  • 2010-05-26 → 2019-03-01
    Questar Asset Management, Inc.
    Minneapolis, MN
    Ann Arbor, MI
    Ann Arbor, MI
Other Businesses

1) INDEPENDENT INSURANCE AGENT. POSITION: Insurance Agent NATURE: Sale of fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/16/2000 ADDRESS: 2277 West Huron River Dr, Ann Arbor MI 48103, United States DESCRIPTION: Fixed annuities, life and LTC. 2) LAWRENCE BAIRD POSITION: Insurance agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/16/2000 ADDRESS: 17095 Roosevelt Rd, Spring Lake MI 49456, United States DESCRIPTION: Sale of fixed annuities, life insurance and LTC 3) WILL DO NOW CORPORATION POSITION: President NATURE: Business pass through S Corp for accounting and tax purposes INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2010 ADDRESS: 2277 W Huron River Dr, Ann Arbor MI 48103, United States DESCRIPTION: Business S Corp pass through for accounting and tax purposes 4) GO BREWING RETAIL AMBASSADOR PROGRAM POSITION: Retail Ambassador NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/25/2025 ADDRESS: 17095 Roosevelt Rd, Spring Lake MI 49456, United States DESCRIPTION: Approach retail stores, restaurants and bars about carrying Go Brewing non-alcoholic beers and earn referral fees. Set up Go Brewing tastings of Go Brewing non-alcoholic beers at retail establishments and get paid hourly. Work at a Go Brewing beer tent and a beer festival and get paid hourly. 5) WILL DO NOW CORPORATION POSITION: President NATURE: Business pass through S Corp for accounting and tax purposes INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2010 ADDRESS: 17095 Roosevelt Rd, Spring Lake MI 49456, United States DESCRIPTION: Business S Corp pass through for accounting and tax purposes

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-04-13
S63 Uniform Securities Agent State Law Examination 1991-10-04
  • S65 Uniform Investment Adviser Law Examination
    2010-04-13
  • S63 Uniform Securities Agent State Law Examination
    1991-10-04
Other Names
  • Larry Baird
  • Lawrence Frederick Baird

View on SEC IAPD

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