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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-01-19 |
Branch Locations
1530 Greenview Dr Sw Ste 211, Rochester, MN 55902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Rochester | MN | 11/2005 | 01/2024 |
| Osaic Wealth, Inc. | Rochester | MN | 01/2024 | Present |
1. ROCHESTER HOCKEY FOUNDATION POSITION: Board Member NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/1996 ADDRESS: Jay Ness, 4428 Arcon Ln. NW, Rochester MN 55901, United States DESCRIPTION: I am part of a board that raises money through hockey camps for Rochester Youth Hockey. I have no check writing authority. 2.DEWERD FINANCIAL GROUP POSITION: Insurance Agent NATURE: Sole Proprietorship Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/11/1983 ADDRESS: 1530 Greenview Dr. SW, Rochester MN 55902, United States DESCRIPTION: I offer various insurance products to my clients. These products are fixed life insurance and fixed annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1985-02-18 |
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