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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 2024-02-06
MI RA APPROVED 2024-01-19
TX RA APPROVED_RES 2024-01-19
  • FL RA
    APPROVED
    Since 2024-02-06
  • MI RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2024-01-19

Branch Locations

Rochester Hills, MI • United States

6151 Lake Osprey Drive Executive Suites At Lakewood Ranch, Third Floor, Sarasota, FL 34240 • United States

101 West Big Beaver Road 14Th Floor Columbia Center, Troy, MI 48084 • 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
Woodbury Financial Services Troy MI 12/2002 01/2024
Osaic Wealth, Inc. Sarasota FL 01/2024 Present
  • 12/2002 → 01/2024
    Woodbury Financial Services
    Troy, MI
  • 01/2024 → Present
    Sarasota, FL
Previous Registrations
  • 2003-04-10 → 2024-01-19
    Woodbury Financial Services, Inc.
    Troy, MI
    Troy, MI
    Troy, MI
    Sarasota, FL
Other Businesses

1. STELLAR FINANCIAL SERVICES; INVT REL; 101 WEST BIG BEAVER RD STE 1400, TROY, MI 48084; INSURANCE; INSURANCE AGENT; START 06/01/2006; 5HRS/MO; 5HRS/MO DURING TRADING; SELLING HEALTH INSURANCE, FIXED AND INDEXED ANNUITIES, AND LIFE INSURANCE. 2. MY NAME POSITION: OWNER NATURE: RENTAL PROPERTY ON A HOME I OWN IN FLORIDA INVESTMENT RELATED: NO NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/10/2015 ADDRESS: 676 WOODFIELD WAY, ROCHESTER HILLS MI 48307 DESCRIPTION: I AM RENTING OUT A PROPERTY IN FORIDAUSING A MANAGEMENT COMPANY SO I WILL NOT BE REQUIRED TO DO ANYTHING AT ALL, THEY HANDLE ALL ACTIVITIES. 3. MAKING THE MOST OF SOCIAL SECURITY POSITION: Speaker NATURE: Presenting Social Security workshops for informational purposes. They wil be conducted at local cummunity centers. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/09/2017 ADDRESS: 101 West Big Beaver Rd, Suite 1400, Troy MI 48084 DESCRIPTION: Presenting Social Security workshops to local people in the area that are informational only.There will be no discussion of securities or advisory servicesat these workshops.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-04-08
S63 Uniform Securities Agent State Law Examination 1993-05-20
  • S66 Uniform Combined State Law Examination
    2003-04-08
  • S63 Uniform Securities Agent State Law Examination
    1993-05-20

View on SEC IAPD

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