Reid Leonard Allen

Current Employers

Employment History

• 09/2012 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 09/2012 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Roseville, CA
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Roseville, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Roseville, CA

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Torrance, CA
  Roseville, CA
• 2013-02-01 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Roseville, CA
• 2007-07-02 → 2012-09-27
  Woodbury Financial Services, Inc.
  Roseville, CA
  Roseville, CA
  Roseville, CA
• 2008-05-19 → 2011-06-07
  Income Architects
  Roseville, CA
• 2005-08-19 → 2007-07-09
  Brecek & Young Advisors, Inc.
  Roseville, CA
  Roseville, CA
• 2005-05-25 → 2005-08-18
  National Planning Corporation
  Sacramento, CA
• 2000-06-29 → 2005-05-05
  Brecek & Young Advisors, Inc.
  Fair Oaks, CA

Other Businesses

1. WOODBURY FINANCIAL SERVICES, INC. POSITION: Investment Advisor Representative. NATURE: Advisory. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/01/2013 ADDRESS: 983 Reserve Dr., ROSEVILLE CA 95678 description: Investment advisory services. 2. NEXT LEVEL ADVISORS POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2020 ADDRESS: 508 Gibson Dr., Ste 240, Roseville CA 95678, United States DESCRIPTION: gather client data and needs information. research companies and products to match needs. gather quotes to illustrate products. gather application information. follow up with application process. deliver policies. 3. NEXT LEVEL ADVISORS TAX SOLUTIONS POSITION: Operations Mgr NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 02/16/2026 ADDRESS: 508 Gibson Dr., Ste 240, Roseville CA 95678, United States DESCRIPTION: Assist with operations of tax preparation business. Setting appointments, answering questions about uploading tax supporting client documents and confirming tax filing submission. Will not be preparing taxes. That will be completed by licensed tax preparers.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-11-18

Designations