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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-25 |
| NE | RA | APPROVED | 2024-01-19 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 03/2013 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 03/2013 | 03/2019 |
| Woodbury Financial Services, Inc. | Lincoln | NE | 03/2019 | Present |
| Woodbury Financial Services, Inc. | Lincoln | NE | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Lincoln | NE | 01/2024 | Present |
1) YOUTH FOR CHRIST POSITION: Board of Directors NATURE: Non Profit 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2013 ADDRESS: 6401 Pine Lake Rd., Lincoln NE 68516, United States DESCRIPTION: Member - Board of Directors. 2) TONKIN PRESERVE, LLC POSITION: sole member NATURE: Small piece of hunting land - registered as LLC strictly for liability purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/09/2020 ADDRESS: 7410 Brentwood Circle, Lincoln NE 68506, United States DESCRIPTION: Maintenance of land as hunting habitat
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-29 |
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