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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-01-19 |
Branch Locations
2901 Ohio Blvd Suite 145, Terre Haute, IN 47803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stay-At-Home-Mom | Terre Haute | IN | 12/2011 | Present |
| Woodbury Financial Services Inc | Terre Haute | IN | 12/2021 | 01/2024 |
| Osaic Wealth, Inc. | Terre Haute | IN | 01/2024 | Present |
1) I have an eBay business selling kids' clothing, The Rumble Seat. NOT investment related. Home address for biz. The nature of the business is new kids' clothing. I'm the sole seller/owner. Not sure of the start date, but over 10 years. Devote 2-10 hours/mo. NO time during trading hours. My duties include listing and shipping inventory to hopefully CLOSE OUT THIS BIZ ASAP. 2) FOSTER WEALTH MANAGEMENT POSITION: Managing Director NATURE: A single-member LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 06/01/2021 ADDRESS: 2901 Ohio Blvd Ste 145 Terre Haute IN 47803 DESCRIPTION: Opening new accounts, Communicating with clients, Handling paperwork, Clerical Administrative 3) TIGHTLINES DEVELOPING LLC POSITION: Wife of the owner. NATURE: Buy houses/properties, renovate, sell. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/22/2024 ADDRESS: 2162 Hawthorn Woods Rd Terre Haute IN 47803 DESCRIPTION: This is my husband's business. I am involved in viewing the properties before/after renovations or during the builds, managing the TLD account, paying bills, and doing bookkeeping. 4) VIGO COUNTY EDUCATION FOUNDATION POSITION: on the Allocation committee NATURE: It is a non-profit, volunteer-based organization. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/29/2025 ADDRESS: PO Box 3703 Terre Haute IN 47803 DESCRIPTION: I have been asked to review applications for the mini-grants. Teachers apply for grant money raised by VCEF for special classes, activities, and materials they would like to have to enhance the experience and education they provide in their classrooms/schools.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-22 |
| S65 | Uniform Investment Adviser Law Examination | 1999-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-04 |
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