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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-01-19 |
Branch Locations
3015 East Skelly Dr. Suite 2040C, Tulsa, OK 74105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 04/2015 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 04/2015 | 03/2019 |
| Woodbury Financial Services, Inc. | Tulsa | OK | 03/2019 | 01/2024 |
| Woodbury Financial Services, Inc. | Tulsa | OK | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Tulsa | OK | 01/2024 | Present |
1) CORE WEALTH MANAGEMENT POSITION: Owner/Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 09/20/2018 ADDRESS: 3014 East Skelly Dr, Suite 443C, Tulsa OK 74105, United States DESCRIPTION: Providing financial services, mutual funds, stocks, bonds, insurance, annuities. 2) CORE WEALTH ADVISORS POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/28/2025 ADDRESS: 3015 E Skelly Dr, Suite 2040C, Tulsa OK 74105, United States DESCRIPTION: Providing financial services, mutual funds, stocks, bonds, insurance, annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-28 |
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