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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 05/2002 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 08/2006 | 03/2019 |
| Woodbury Financial Services, Inc. | Louisville | KY | 03/2019 | 01/2024 |
| Woodbury Financial Services, Inc. | Louisville | KY | 03/2019 | Present |
| Osaic Wealth, Inc. | Louisville | KY | 01/2024 | Present |
1. OLIVER INSURANCE & FINANCIAL POSITION: Owner NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/15/2015 ADDRESS: 2911 Long Creek Way, Louisville KY 40245, United States DESCRIPTION: This is primarily for my insurance practice 2. JERRY OLIVER INC POSITION: President NATURE: S-Corp Owner INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/01/1986 ADDRESS: 2911 Long Creek Way, Louisville KY 40245, United States DESCRIPTION: Manage the commision paid into this account from Life & health companies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1981-04-10 |
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