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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-22 |
Branch Locations
7351 E. Lowry Blvd Suite 400, Denver, CO 80230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Copic Financial | Denver | CO | 10/2013 | Present |
| Woodbury Financial Services Inc | Denver | CO | 07/2014 | 01/2024 |
| Osaic Wealth, Inc. | Denver | CO | 01/2024 | Present |
COPIC FINANCIAL SERVICES POSITION: ACCOUNT REPRESNTATIVE NATURE: INSURANCE AGENCY INVESTMENT RELATED: NO NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 25 START DATE: 10/07/2013 ADDRESS: 7351 E. LOWRY BLVD., STE 400, DENVER CO 80230 DESCRIPTION: PROCESS AND SERVICE EXISITING AND PROSPECTIVE COPIC INSURANCE CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-06 |
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