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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
222 S. Main St Ste 108, Rochester, MI 48307 • United States
Oxford, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Advisors Resource Group Inc | Rochester | MI | 01/1999 | Present |
| Questar Capital Corporation | Minneapolis | MN | 02/2002 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 02/2002 | 03/2019 |
| Woodbury Financial Services, Inc. | Rochester | MI | 03/2019 | Present |
| Woodbury Financial Services, Inc. | Rochester | MI | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Grand Blanc | MI | 01/2024 | Present |
1) THE ADVISOR'S RESOURCE GROUP, INC POSITION: President NATURE: Fixed insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 02/19/2002 ADDRESS: P.O. Box 81305, Rochester MI 48308, United States DESCRIPTION: insurance agent for fixed, disability, health, life, employee benefits, and long-term care products. I assist clients in their estate planning, that an attorney does with an online estate planning program 2) THE ADVISORS RESOURCE GROUP, INC. POSITION: Facilitator NATURE: Corporate INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/07/2010 ADDRESS: P O Box 81305, Rochester MI 48308, United States DESCRIPTION: Help clients with an online estate planning service 3) THE ADVISORS RESOURCE GROUP POSITION: vice president NATURE: vice president of homeowners association INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/11/2026 ADDRESS: 632 Westlake Ave, oxford MI 48371, United States DESCRIPTION: vice president of home owners association. review budgets, make budgets, oversee operations of homeowner association
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1982-09-02 |
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