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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Will Do Now Corporation / Woodbury Financial | Ann Arbor | MI | 06/2020 | Present |
| Keller Williams Realty | Sterling Heights | MI | 01/2021 | 06/2021 |
| Applied Fitness Solutions | Ann Arbor | MI | 08/2012 | 12/2021 |
| Woodbury Financial Services Inc | Ann Arbor | MI | 09/2022 | 01/2024 |
| Osaic Wealth, Inc. | Ann Arbor | MI | 01/2024 | Present |
1. WILL DO NOW CORP POSITION: Registered Assistant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 06/30/2021 ADDRESS: 2277 West Huron River Dr, Ann Arbor MI 48103 DESCRIPTION: I assist Lawrence Baird in his business operations as an Investment Executive. I help him prepare for client meetings, assist with client paperwork, and execute trades according to his agenda, among other tasks. 2. SELF EMPLOYED POSITION: Independent Insurance Agent NATURE: Fixed annuity insurance sole proprietorship. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 04/23/2025 ADDRESS: 14427 Summerside St, Livonia MI 48154 DESCRIPTION: Prospecting clients and writing fixed annuity and life applications for existing and new clients. 3. WILL DO NOW CORP POSITION: Registered Assistant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 06/30/2021 ADDRESS: 14427 Summerside St, Livonia MI 48154, United States DESCRIPTION: I assist Lawrence Baird in his business operations as an Investment Executive. I help him prepare for his client meetings; assist with client paperwork; execute trades per his agenda; etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-19 |
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