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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Faribault | MN | 06/2009 | 01/2024 |
| Osaic Wealth, Inc. | Faribault | MN | 01/2024 | Present |
1. JOHNSON ADVISORS SELLING FIXED PRODUCTS; INVT REL; 315 CENTRAL AVE, FARIBAULT MN 55021; SALE OF INS PRODUCTS; SALES; START 07/01/2009; 10HR/MO; 10HR/MO DURING TRADING; SELLING LIFE INS PRODUCTS. POSITION: Agent NATURE: Independent Insurance sales through Johnson Advisors at Woodbury Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2009 ADDRESS: 315 Central Ave, Faribault MN 55021, United States DESCRIPTION: Insurance Sales 2. VERITAS ADVISORS SELLING FIXED PRODUCTS; INVT REL; 315 CENTRAL AVE, FARIBAULT MN 55021; SALE OF INS PRODUCTS; SALES; START 07/01/2009; 10HR/MO; 10HR/MO DURING TRADING; SELLING LIFE INS PRODUCTS. POSITION: Agent NATURE: Independent Insurance sales through Johnson Advisors at Woodbury Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2009 ADDRESS: 315 Central Ave, Faribault MN 55021, United States DESCRIPTION: Insurance Sales 3. VERITAS INSURANCE ADVISORS POSITION: Agent NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/15/2024 ADDRESS: 315 CENTRAL AVE N, Faribault MN 55021, United States DESCRIPTION: Helping clients with their insurance needs. 4.MITCH ANDERSON-VERITAS ADVISORS POSITION: Successor Trustee and POA NATURE: I have been asked by my great aunt and uncle to serve as successor trustee on of their estate and also successor financial power of attorney. They are not clients of my practice. I also would not plan on charging any fees for my service. This is financial related but I would be acting as a family member not a financial advisor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 315 CENTRAL AVE N, Faribault MN 55021, United States DESCRIPTION: Serve as trustee and financial POA in the event the two primary trustees and financial POA's were deceased.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-06-27 |
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