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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 | 2024-06-10 |
| AZ | RA | APPROVED | 2024-01-19 |
| PA | RA | APPROVED | 2024-01-19 |
Branch Locations
7230 N La Canada Dr Suite 110, Tucson, AZ 85704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Tucson | AZ | 09/2008 | 08/2017 |
| Various Insurance Carriers For W & R Insurance Agencies | Tucson | AZ | 09/2008 | 07/2017 |
| Questar Capital Corporation | Minneapolis | MN | 08/2017 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 08/2017 | 03/2019 |
| Wealth Building Strategies | Tucson | AZ | 01/2008 | Present |
| Woodbury Financial Services, Inc. | Tucson | AZ | 03/2019 | 01/2024 |
| Woodbury Financial Services, Inc. | Tucson | AZ | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Tucson | AZ | 01/2024 | Present |
1. WEALTH BUILDING STRATEGIES POSITION: Insurance Agent NATURE: Insurance sales for fixed, LTC, life, health, and medicare supplements. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/16/2017 ADDRESS: 3017 W Ina, Tucson AZ 85741, United States DESCRIPTION: Insurance sales for fixed, LTC, life, health, and medicare supplements. 2. WEALTH BUILDING STRATEGIES POSITION: President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 02/01/2008 ADDRESS: 7230 N La Canada Dr, Suite 110, Tucson AZ 85704, United States DESCRIPTION: Insurance sales 3. WEALTH BUILDING STRATEGIES POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 02/01/2008 ADDRESS: 7230 N La Canada Dr, Suite 110, Tucson AZ 85704, United States DESCRIPTION: Insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-10 |
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