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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-01-19 |
| UT | RA | APPROVED | 2024-01-19 |
Branch Locations
1920 E 17Th St Ste 202, Idaho Falls, ID 83404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Idaho Falls | ID | 02/2009 | 06/2017 |
| National Planning Corporation | Glendale | AZ | 07/2017 | 09/2017 |
| Woodbury Financial Services Inc | Idaho Falls | ID | 09/2017 | 01/2024 |
| Osaic Wealth, Inc. | Idaho Falls | ID | 01/2024 | Present |
1. STEWART FINANCIAL POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2003 ADDRESS: 1920 E 17th, #202, Idaho Falls ID 83404, United States DESCRIPTION: Sale of life andfixedannuity, including LTC insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-13 |
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