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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-19 |
Branch Locations
5600 S Quebec Street Suite 120D, Greenwood Village, CO 80111 • 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 |
|---|---|---|---|---|
| Woodbury Financial Services | Greenwood Village | CO | 08/2005 | 01/2024 |
| Osaic Wealth, Inc. | Greenwood Village | CO | 01/2024 | Present |
1. RUTKOWSKI AND ASSOCIATES POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 03/01/2011 ADDRESS: 5600 S Quebec St, Suite 120D, Greenwood Village CO 80111, United States DESCRIPTION: Sell some fixed and fixed Index annuities, universal, whole life, ltc and insurance agents, 03-1-2011. Sell some non securities products thru various carriers. DBA Rutkowski and Associates. 2. ROSE DREILING POSITION: owner NATURE: Sole Proprietor - No new business, but past medical plans INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/1995 ADDRESS: 5600 S Quebec St - Ste 120D, Greenwood Village CO 80111, United States DESCRIPTION: No new contracts, just some commission for contracts previously sold.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-21 |
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