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Maria Regina Bedoya

Osaic Wealth, Inc.

Juno Beach, FL

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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 2024-01-19
  • FL RA
    APPROVED
    Since 2024-01-19

Branch Locations

13700 Us Highway 1 Suite 202 D, Juno Beach, FL 33408 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2004 → Present
    Rb Financial Advisors Inc
    Juno Beach, FL
  • 02/2002 → Present
    Marcia Regina Bedoya
    Juno Beach, FL
  • 05/2006 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 12/2006 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    Juno Beach, FL
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    Juno Beach, FL
  • 01/2024 → Present
    Juno Beach, FL
Previous Registrations
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    Juno Beach, FL
  • 2006-06-02 → 2019-03-01
    Questar Asset Management, Inc.
    North Palm Beach, FL
    Juno Beach, FL
  • 2004-04-19 → 2006-04-26
    Securian Financial Services, Inc.
    Juno Beach, FL
    Miami, FL
  • 1993-06-22 → 2004-04-14
    North Palm Beach, FL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-05-27
S63 Uniform Securities Agent State Law Examination 1995-02-06
  • S65 Uniform Investment Adviser Law Examination
    1997-05-27
  • S63 Uniform Securities Agent State Law Examination
    1995-02-06
Designations
Other Names
  • Regina Breuer Bedoya

View on SEC IAPD

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