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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-19 |
Branch Locations
1277 Worthington Woods Blvd, Columbus, OH 43085 • 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 |
|---|---|---|---|---|
| Voya Financial Advisors | Worthington | OH | 09/2014 | 05/2021 |
| Woodbury Financial Services Inc | Worthington | OH | 05/2021 | 01/2024 |
| Osaic Wealth, Inc. | Columbus | OH | 01/2024 | Present |
1)Watson Financial Services POSITION: Financial Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/12/2012 ADDRESS: 77 E WILSON BRIDGE RD. STE 100 WORTHINGTON, OH 43085 DESCRIPTION: Investment advice and management. 2)JOHN WATSON POSITION: Owner NATURE: Farmland INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1980 ADDRESS: 256 WETMORE RD. COLUMBUS, OH 43214 DESCRIPTION: NO DUTIES,RENTAL INCOME ONLY. 3)Independent Insurance Agent POSITION: Independent Insurance Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/19/2012 ADDRESS: 77 E WILSON BRIDGE RD. STE 100 WORTHINGTON, OH 43085 DESCRIPTION: Sales of fixed insurance products. 4)LAND RENTAL POSITION: owner NATURE: sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2003 ADDRESS: 382 Bailey Pl, Columbus OH 43235, United States DESCRIPTION: collect rental income from farmland that I own. This takes up no time in any given month. 5) WATSON FINANCIAL ADVISORS POSITION: founder NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/14/2021 ADDRESS: 1277 Worthington Woods Blvd, Columbus OH 43085, United States DESCRIPTION: This is the name under which I operate as an independent financial advisor and includes insurance activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-15 |
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