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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-01-19
TX RA APPROVED 2024-01-19
  • LA RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED
    Since 2024-01-19

Branch Locations

3850 North Causeway Blvd Suite 590, Metairie, LA 70002 • United States

102 Royal Oak Blvd, Thibodaux, LA 70301 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital One Investing Thibodaux LA 09/2016 07/2018
Capital One Advisors, Llc Thibodaux LA 09/2016 07/2018
Woodbury Financial Services, Inc. Thibodaux LA 07/2018 01/2024
Osaic Wealth, Inc. Thibodaux LA 01/2024 Present
  • 09/2016 → 07/2018
    Capital One Investing
    Thibodaux, LA
  • 09/2016 → 07/2018
    Capital One Advisors, Llc
    Thibodaux, LA
  • 07/2018 → 01/2024
    Woodbury Financial Services, Inc.
    Thibodaux, LA
  • 01/2024 → Present
    Thibodaux, LA
Previous Registrations
  • 2018-07-11 → 2024-01-19
    Woodbury Financial Services, Inc.
    Thibodaux, LA
  • 2016-10-05 → 2018-07-11
    Capital One Advisors, Llc
    Thibodaux, LA
    Mclean, VA
    Thibodaux, LA
  • 2015-04-25 → 2016-08-03
    Thibodaux, LA
    Houma, LA
Other Businesses

1) SOUTHERN WEALTH STRATEGIES, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/13/2018 ADDRESS: 102 Royal Oak Blvd., Thibodaux LA 70301, United States DESCRIPTION: Owner 2) ROW HOLDINGS, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: 102 Royal Oak Blvd., Thibodaux LA 70301, United States DESCRIPTION: I own a family home that is being leased to my daughter with the option to purchase at a later date. 3) DENISE OSADCHUK POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/16/2018 ADDRESS: 102 Royal Oak Blvd., Thibodaux LA 70301, United States DESCRIPTION: Fixed Insurance 4) NOTARY POSITION: Notary NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/23/2026 ADDRESS: 102 Royal Oak Blvd, Thibodaux LA 70301, United States DESCRIPTION: Simple Notary duties offered to clients

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-23
  • S66 Uniform Combined State Law Examination
    2015-02-23
Designations
Other Names
  • Denise A Badgerow

View on SEC IAPD

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