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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-24 |
Branch Locations
2708 Alt 19 North Suite 604-2, Palm Harbor, FL 34683-2665 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 12/2006 | 03/2019 |
| Woodbury Financial Services, Inc. | Clearwater | FL | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Palm Harbor | FL | 01/2024 | Present |
1) SECURE RETIREMENT PLANNING POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 12/17/2004 ADDRESS: 2708 ALT 19, Suite 604-2, Palm Harbor FL 34683, United States DESCRIPTION: Selling fixed annuities, life insurance and long term care insurance to existing client base. Providing seasonal tax preparation to existing client base.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-20 |
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