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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-07 |
| CO | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
14 West Dry Creek Circle, Littleton, CO 80120 • 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 |
|---|---|---|---|---|
| Alpine Planning Group | Englewood | CO | 04/1999 | Present |
| Woodbury Financial Services | Englewood | CO | 02/2003 | 01/2024 |
| Osaic Wealth, Inc. | Littleton | CO | 01/2024 | Present |
1. ALPINE PLANNING GROUP; INVT REL; 14 West Dry Creek Circle Littleton, CO 80120; SELLS LIFE, ANNUITIES, LTC, AND DISABILITY; OWNER; STARTED 01/01/1993; 160 HRS/MTH WITH 120 DURING TRADING HRS; OWNER. 2. BACKNINE HOLDINGS LLC POSITION: 25% Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 14 West Dry Creek Circle, Littleton CO 80120, United States DESCRIPTION: 25% Owner 3. ALPINEPLANNINGGROUP,INC. POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 04/01/1999 ADDRESS: 14 West Dry Creek Circle, Littleton CO 80120, United States DESCRIPTION: Provide services such as Life, annuities,LTC and Disability
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-08-18 |
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