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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-01-19 |
Branch Locations
9056 Corporate Gardens Dr Suite 102, Germantown, TN 38138 • United States
2 disclosure categories 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 | Woodbury | MN | 03/2006 | 01/2024 |
| Osaic Wealth, Inc. | Germantown | TN | 01/2024 | Present |
1) CPA FIRM, NON INV REL; 9056 CORPORATE GARDENS DR SUITE 102 GERMANTOWN, TN 38138; INCOME TAX PREPERATION; CPA; 1/1/1978; 10HR/MO; 10HR/MO; INCOME TAX REPARATION. 2) MUTUAL OF OMAHA POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1800 ADDRESS: 3300 Mutual of Omaha Plaza, Omaha NE 68175, United States DESCRIPTION: Placement of Medicare Supplement 3) WINDALL LANCASTER, CPA POSITION: CPA NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 7 START DATE: 01/01/1992 ADDRESS: 9056 CORPORATE GARDENS DR, SUITE 102, Germantown TN 38138, United States DESCRIPTION: Tax preparation 4) LANCASTER FINANCIAL SERVICES POSITION: Broker NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/15/2003 ADDRESS: 9056 CORPORATE GARDENS DR, SUITE 102, Germantown TN 38138, United States DESCRIPTION: Sales and service of fixed insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-04 |
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