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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | 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 | 07/2015 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 07/2015 | 03/2019 |
| Woodbury Financial Services, Inc. | Brandon | FL | 03/2019 | 01/2024 |
| Woodbury Financial Services, Inc. | Brandon | FL | 03/2019 | Present |
| Osaic Wealth, Inc. | Brandon | FL | 01/2024 | Present |
1)HOUGH FINANCIAL SERVICES -FIXED INSURANCE POSITION: I provide fixed insurance products such as life insurance to my clients. NATURE: Corporation - Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/20/2015 ADDRESS: 1739 South Kings Avenue, Brandon FL 33511, United States DESCRIPTION: I provide fixed insurance products such as life insurance to my clients. 2)FINANCIAL TRANSFORMATION GROUP POSITION: Manager NATURE: DBA name ( reg. in FL.). Used for Reg. Rep. Group.Name used in all marketing, correspondence, education, and sales materials. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2016 ADDRESS: 1739 South Kings Ave., Brandon FL 33511, United States DESCRIPTION: Creation of materials, supervision of Reps., recruitment, marketing and other duties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-03-13 |
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