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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-01-19 |
Branch Locations
335 E. Blackburn Rd Suite A, Mount Vernon, WA 98273 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Everett | WA | 10/2003 | 01/2024 |
| Osaic Wealth, Inc. | Mount Vernon | WA | 01/2024 | Present |
1) NORTH COUNTY REGIONAL FIRE AUTHORITY POSITION: Fire Commissioner NATURE: Fire Department serving about 20,000 residents INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2019 ADDRESS: 8117 267th St NW, Stanwood WA 98292, United States DESCRIPTION: One of 7 elected Fire Commissioners. Commision hires the Fire Chief and approves policies and direction of Fire District. Commission approves all spending. 2) NORTHWEST RETIREMENT SECURITY GROUP POSITION: Owner/Agent NATURE: I sell non-security life insurance, health insurance and disability insurance. This entry is just to update the old address that was still on file. I am no longer located in Marysville, WA. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/01/2007 ADDRESS: 335 E Blackburn Rd., P.O. Box 190, Mount Vernon WA 98273, United States DESCRIPTION: It is my own sub S corporation I use to mostly sell health insurance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-02-27 |
| S65 | Uniform Investment Adviser Law Examination | 2004-03-10 |
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