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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-29 |
| TX | RA | APPROVED_RES | 2024-01-19 |
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
W233 N2080 Ridgeview Parkway Suite 203, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Milwaukee | WI | 09/2015 | 09/2018 |
| Woodbury Financial Services Inc | Waukesha | WI | 09/2018 | 01/2024 |
| Osaic Wealth, Inc. | Waukesha | WI | 01/2024 | Present |
FERRITO & O'GORMAN POSITION: Agent NATURE: Insurance offered through Ferrito & O'Gorman Financial Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/07/2018 ADDRESS: W233 N2080 Ridgeview Parkway, Suite 302, Waukesha WI 53188, United States DESCRIPTION: Offering insurance products through Ferrito & O'Gorman financial
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-29 |
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