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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
Branch Locations
13700 Us Highway 1 Suite 202 D, Juno Beach, FL 33408 • 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 |
|---|---|---|---|---|
| Rb Financial Advisors Inc | Juno Beach | FL | 03/2004 | Present |
| Marcia Regina Bedoya | Juno Beach | FL | 02/2002 | Present |
| Questar Asset Management | Minneapolis | MN | 05/2006 | 03/2019 |
| Questar Capital Corporation | Minneapolis | MN | 12/2006 | 03/2019 |
| Woodbury Financial Services, Inc. | Juno Beach | FL | 03/2019 | 01/2024 |
| Woodbury Financial Services, Inc. | Juno Beach | FL | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Juno Beach | FL | 01/2024 | Present |
1. MARIA REGINA BEDOYA POSITION: Insurance Agent NATURE: Sale of fixed insurance products. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 08/01/1993 ADDRESS: 13700 US 1, Suite 202D, Juno Beach FL 33408, United States DESCRIPTION: Meet with clients to find out about their insurance needs, make proper recommendations, manage underwriting process and service policies once issued. 2. MARIA REGINA BEDOYA POSITION: Divorce Financial Coach NATURE: sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 01/01/2004 ADDRESS: 13700 US 1, Suite 202D, Juno Beach FL 33408, United States DESCRIPTION: Financial coaching to individuals going through divorce 3. DIOCESE OF PALM BEACH POSITION: Member of the Investment Advisory Council NATURE: Non profit religious organization (Catholic Church) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2005 ADDRESS: 9995 N. Military Trail, Palm Beach Gardens FL 33410, United States DESCRIPTION: We provide investment recommendations to the Finance Council for final approval on the retirement and other investment accounts owned by the Diocese. It is a purely advisory role with no authority to effect change on policy or procedures. 4. MILLION DOLLAR ROUND TABLE POSITION: Past President NATURE: I now serve as Past President of the organization and as such will volunteer as an Ambassador who promotes the benefits of MDRT to its members. No remuneration will be provided and represents volunteer service. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 325 West Touhy Avenue, Park Ridge IL 60068, United States DESCRIPTION: I will serve as a volunteer if needed by mentoring members, providing advice to aspirants, and attending annual meetings as a volunteer leader.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-06 |
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