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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-01-19 |
Branch Locations
10475 Crosspoint Blvd Suite 250, Indianapolis, IN 46256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Northbrook | IL | 10/2006 | 01/2024 |
| Osaic Wealth, Inc. | Indianapolis | IN | 01/2024 | Present |
1. TAYLOR FINANCIAL POSITION: advisor NATURE: branch dba INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 05/05/2025 ADDRESS: 10475 Crosspoint Blvd Suite 250, Fishers IN 46256, United States DESCRIPTION: manage Osaic business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-08 |
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