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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-06 |
| MI | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Troy | MI | 12/2002 | 01/2024 |
| Osaic Wealth, Inc. | Sarasota | FL | 01/2024 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-20 |
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