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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-01-19 |
Branch Locations
One New Hampshire Ave Suite 125, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial | Woodbury | MN | 07/2006 | 01/2024 |
| Osaic Wealth, Inc. | Portsmouth | NH | 01/2024 | Present |
1) SEACOAST ASSET MANAGEMENT INC; INVT RELATED; PORTSMOUTH,NH; AGENT SELLING LIFE,DI,FIXED ANNUITIES; OWNER; 04/01/2009; 12HR/MON; 3HR/MON DURING TRADING; SELL LIFE, DISABILITY AND FIXED ANNUITIES. 2) SEACOAST ASET MANAGEMENT POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 06/25/2006 ADDRESS: One New Hampshire Avenue, Suite 125, Portsmouth NH 03801, United States DESCRIPTION: Provide advice and guidance to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-01 |
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