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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 | 2024-09-24 |
| CA | RA | APPROVED | 2024-01-19 |
| HI | RA | APPROVED | 2024-01-19 |
| IA | RA | APPROVED | 2024-01-19 |
Branch Locations
1428 Phillips Lane Suite 100, San Luis Obispo, CA 93401 • United States
1221 Kapiolani Blvd Ste 512, Honolulu, HI 96814 • 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 |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 10/2012 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 10/2012 | 03/2019 |
| Woodbury Financial Services, Inc. | San Luis Obispo | CA | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Honolulu | HI | 01/2024 | Present |
1)FINANCIAL RESOURCES POSITION: Insurance Agent NATURE: Sole proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/01/1998 ADDRESS: 1428 Phillips Lane, #100, San Luis Obispo CA 93401, United States DESCRIPTION: Sell Life Insurance, Disability Insurance, Health and Long Term Care Insurance. I also sell Fixed annuities. 2)RENTAL PROPERTY POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/20/2002 ADDRESS: 15-1765 8th Avenue, Keaau HI 96749, United States DESCRIPTION: we have rental houses that we have a property manager rent on our behalf.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-01-04 |
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