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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| GA | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
233 Arnold Mill Road Ste. 300, Woodstock, GA 30188 • United States
New Port Richey, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Woodstock | GA | 10/2015 | 01/2024 |
| Osaic Wealth, Inc. | Woodstock | GA | 01/2024 | Present |
1. ROSSFIT REFUGE POSITION: Instructor NATURE: Partnership-gym INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2010 ADDRESS: 145 P Rickmann Industrial, Suite 100, Canton GA 30115 DESCRIPTION: teach Crossfit 2 mornings per week at 5:30am 2. AVENTURINE WEALTH MANAGEMENT INC POSITION: Advisor/CEO NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 02/01/2021 ADDRESS: 233 Arnold Mill Rd, Suite 300, Woodstock GA 30188-4498, United States DESCRIPTION: same as Quay Financial Group Inc. All I did was change the business name.Financial Planning, Investment Management all done through Woodbury Financial, also use Woodbury's corporate RIAFIxed Insurance processed through approved FMO of Woodbury, so paid directly through Woodbury commissions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-28 |
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