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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virginia Wright, Independent Insurance Agent | Norman | OK | 01/2002 | Present |
| V. Wright Investment Partners | Oklahoma City | OK | 07/2003 | Present |
| Woodbury Financial | Okalahoma City | OK | 06/2004 | 01/2024 |
| Osaic Wealth, Inc. | Oklahoma City | OK | 01/2024 | Present |
1) V WRIGHT INSURANCE POSITION: Agent / Insurance Producer NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 06/23/1992 ADDRESS: 7040 Forestree Lane, Oklahoma City OK 73150, United States DESCRIPTION: Service Fixed Insurance Products, Annuities, Long Term Care Insurance, and Critical Care Insurance. 2) LEGACY INVESTMENT SERVICES, INC. POSITION: Partner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 01/02/2010 ADDRESS: 7040 Forestree Lane, Oklahoma City OK 73150, United States DESCRIPTION: Sales and Service of Traditional Fixed Insurance Products 3) WRIGHT TRACTORS POSITION: Clerical NATURE: Small family business - Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 01/15/2022 ADDRESS: 8725 NE 23rd, Oklahoma City OK 73141, United States DESCRIPTION: Small family business - Making Files, filing, interviewing potential employees and checking references, provide payroll hours to CPA for preparation of payroll
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-22 |
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