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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 |
| TX | RA | APPROVED | 2024-01-19 |
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
W233 N2080 Ridgeview Parkway Suite 203, Waukesha, WI 53188 • United States
Naples, FL • United States
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 |
|---|---|---|---|---|
| Woodbury Financial Services | Waukesha | WI | 02/2006 | 01/2024 |
| Osaic Wealth, Inc. | Waukesha | WI | 01/2024 | Present |
1)FERRITO & O'GORMAN FINANCIAL GROUP; INVT REL; N16 W24132 PRARIE CT #260, WAUKESHA WI 53188; INSURANCE APPOINTMENTS; BUSINESS OWNER; START 09/01/1983; 200 HRS/MO; 200 HRS/MO DURING TRADING; SALE OF FINANCIAL PRODUCTS. 2)SALVATORE J FERRITO; NONINVT REL; N16 W24132 PRAIRIE CT #260, WAUKESHA WI 53188; DISABILITY AND INSURANCE; AGENT; START 01/01/2008; 2 HRS/MO; 2 HRS/MO DURING TRADING; SALES. 3) PRINCIPAL HIGHLAND BROKERAGE; DISABILITY 4) LARRY GORDON AGENCY; TERM AND UNIVERSAL LIFE 5) UNUM POSITION: sales NATURE: Group disability INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2019 ADDRESS: W233 N2080 Ridgeview Pkwy, #203, Waukesha WI 53188, United States DESCRIPTION: Group LTD sales 6) TRANSAMERICA POSITION: Financial Advisor NATURE: Financial Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/1983 ADDRESS: W233 N2080 Ridgeview Pkwy, Suite 203, Waukesha WI 53188, United States DESCRIPTION: manage existing life insurance contracts sold prior to joining Woodbury
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-01-14 |
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