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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joshua L Seegert & Company Pllc | Monroe | MI | 11/2015 | Present |
| Woodbury Financial Services Inc | Monroe | MI | 10/2022 | 01/2024 |
| Osaic Wealth, Inc. | Dundee | MI | 01/2024 | Present |
1. JOSHUA L SEEGERT & COMPANY PLLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 11/01/2015 ADDRESS: 4030 Old Bridge Road SE, Southport, NC 28461, United States DESCRIPTION: CPA- I am the sole practitioner of my own CPA firm. I provide mainly tax return for individuals and businesses and some bookkeeping for small business clients. 2. SEEGERT & SEEGERT FINANCIAL ADVISORS POSITION: life insurance agent NATURE: Life Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2024 ADDRESS: 3554 S. Custer Rd, Monroe MI 48161, United States DESCRIPTION: Selling and service life insurance, fixed annuities, and fixed index annuities. 3.JOSHUA L SEEGERT & COMPANY PLLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 11/01/2015 ADDRESS: 3554 S. Custer Rd, Monroe MI 48161, United States DESCRIPTION: CPA- I am the sole practitioner of my own CPA firm. I provide mainly tax returns for individuals and businesses and some bookkeeping for small business clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-16 |
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