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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial | Woodbur | MN | 06/2010 | 01/2024 |
| Osaic Wealth, Inc. | Rincon | GA | 01/2024 | Present |
1.VOREL FINANCIAL GROUP YES; 111 AQUADUCT DR. RINCON GA 31326 OWNER SECURITIES AND INSURANCE SALES SECURITIES RELATED 10 HRS PER MONTH, 10 DURING TRADING HRS SOLE PROPRIETOR 100% OWNERSHIP 2. EFFINGHAM COUNTY ELECTIONS AND REGISTRATIONS POSITION: Poll Worker NATURE: County elections office. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/07/2020 ADDRESS: 284 GA Highway 119S, Springfield GA 31329, United States DESCRIPTION: Work at polls during local, state and federal elections. Work may include opening polls, checking in voters, helping with voting process, closing polls and tabulating results. Will only be needed for a few days in election years. 3. SAVANNAH VOLLEYBALL OFFICIALS ASSOCIATION POSITION: Referee NATURE: Referee Association INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 2807 Aimar Ave, Savannah GA 31406, United States DESCRIPTION: Referee girls volleyball games for Georgia High School Association. Season will run from approximately August 1st through middle of October.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-09 |
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