Gary D Woods

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2024-01-19

OK RA
APPROVED

Since 2024-01-19

Branch Locations

Tulsa, OK • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fortis Investors, Inc/ Woodbury Financial Services, Inc.	Tulsa	OK	03/2001	01/2024
Osaic Wealth, Inc.	Tulsa	OK	01/2024	Present

03/2001 → 01/2024

Fortis Investors, Inc/ Woodbury Financial Services, Inc.

Tulsa, OK
01/2024 → Present

Osaic Wealth, Inc.

Tulsa, OK

Previous Registrations

2001-12-07 → 2024-01-19

Woodbury Financial Services, Inc.

Tulsa, OK

Tulsa, OK

Other Businesses

GARY D WOODS POSITION: Insurance Agent NATURE: Sole proprietorship. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/31/2001 ADDRESS: 4765 E 114th St, Tulsa OK 74137, United States DESCRIPTION: INSURANCE AGENT WITH VARIOUS COMPANIES: FIXED LIFE,FIXED ANNUITY, DISABILTY, DENTAL, VISION, AND HEALTH, OCCASIONALLY SELLING/SERVICING INSURANCE POLICIES

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-10-15
S63	Uniform Securities Agent State Law Examination	1983-01-20

S65 Uniform Investment Adviser Law Examination

2001-10-15
S63 Uniform Securities Agent State Law Examination

1983-01-20

Designations

Other Names

Gary Donald Woods
Gary Donald Woods

View on SEC IAPD