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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-11 |
| AZ | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 12/2006 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 09/2007 | 03/2019 |
| Woodbury Financial Services, Inc. | San Manuel | AZ | 03/2019 | Present |
| Woodbury Financial Services, Inc. | San Manuel | AZ | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | San Manuel | AZ | 01/2024 | Present |
1. ARIZONA FINANCIAL SERVICES POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/02/1992 ADDRESS: 603 W 6th Avenue, San Manuel AZ 85631, United States DESCRIPTION: Sales and service of insurance products and annuities. 2. ARIZONA FINANCIAL SERVICES POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/30/1993 ADDRESS: 603 W 6th Avenue, San Manuel AZ 85631, United States DESCRIPTION: Sales and service of insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-18 |
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