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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-14 |
| TX | RA | APPROVED_RES | 2024-05-13 |
| CO | RA | APPROVED | 2024-01-19 |
Branch Locations
14 West Dry Creek Circle, Littleton, CO 80120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpine Planning Group | Cenntenial | CO | 07/2013 | Present |
| Woodbury Financial Services, Inc | Centinnial | CO | 08/2014 | 01/2024 |
| Osaic Wealth, Inc. | Littleton | CO | 01/2024 | Present |
1. ALPINE PLANNING GROUP POSITION: IAR NATURE: Marketing Name for Work through BD INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2013 ADDRESS: 14 W Dry Creek Circle, Littleton CO 80120, United States DESCRIPTION: Marketing Name for BD business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-15 |
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