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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2005-04-05 |
Branch Locations
200 North Greensboro Street Suite D-11 Carr Mill, Carrboro, NC 27510 • 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 |
|---|---|---|---|---|
| Northwestern Mutual Life Ins Co | Milwaukee | WI | 09/1984 | Present |
| Osaic Wealth, Inc. | Carrboro | NC | 01/1997 | Present |
1) DAVID STUCKEY; INVESTMENT RELATED; SUITE D-11 CARR MILL 200 NORTH GREENSBORO ST CARRBORO NC 27510; STATUTORY AGENT; STARTED 09/01/1984; 10 HRS/MTH; 10 HRS/MTH DURING ST HOURS; SALE & SERVICE OF LIFE INSURANCE, DIABILITY INSURANCE AND LTC INSURANCE. 2) DAVID J STUCKEY POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/1984 ADDRESS: Suite D-11 Carr Mill, 200 N Greensboro St, Carrboro NC 27510, United States DESCRIPTION: assist clients with life insurance, disability insurance, fixed annuities, and LTC insurance purchases and servicing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-06 |
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