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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-10 |
| NE | RA | APPROVED | 2024-01-19 |
Branch Locations
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 | Lincoln | NE | 10/2003 | 01/2024 |
| Universal Financial Strategies | Lincoln | NE | 02/2004 | Present |
| Osaic Wealth, Inc. | Lincoln | NE | 01/2024 | Present |
1) UNIVERSAL FINANCIAL STRATEGIES; INVT REL; LINCOLN,NE 68506; INSURANCE TERM LIFE, FIXED ANNUITY, FIXED LIFE, MEDICARE SUPLLEMENT; SALES AGENT; START 02/20/2004; 80 HRS/MO, NONE DURING TRADING; INSURANCE SALES. 2) UFS HOLDINGS, LLC; POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2016; ADDRESS: 7431 O Street, Lincoln NE 68510; DESCRIPTION: Building ownership, management. 3) RENTAL BUSINESS POSITION: Owner NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 733 Cambrian Ct, Lincoln NE 68510, United States DESCRIPTION: Landlord, property owner. Collect rent, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-26 |
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