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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-01-19
  • AZ RA
    APPROVED
    Since 2024-01-19

Branch Locations

18501 N 40Th Street, Phoenix, AZ 85032 • United States

Phoenix, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brooklight Place Securities, Inc Phoenix AZ 03/2013 12/2016
Creighton Elementary Schools Phoenix AZ 08/2000 09/2016
R P Ryan Insurance Group Phoenix AZ 08/1986 12/2017
Various Insurance Carriers For W&R Insurance Agencies Phoenix AZ 03/2017 03/2017
Waddell & Reed, Inc Scottsdale AZ 03/2017 03/2017
R P Ryan Insurance, Inc. Phoenix AZ 08/1986 Present
Area Agency On Aging Phoenix AZ 10/2017 12/2017
Questar Capital Corporation Minneapolis MN 12/2017 03/2019
Questar Asset Management Minneapolis MN 12/2017 03/2019
Woodbury Financial Services, Inc. Phoenix AZ 03/2019 01/2024
Woodbury Financial Services, Inc. Phoenix AZ 03/2019 Present
Osaic Wealth, Inc. Tucson AZ 01/2024 Present
  • 03/2013 → 12/2016
    Brooklight Place Securities, Inc
    Phoenix, AZ
  • 08/2000 → 09/2016
    Creighton Elementary Schools
    Phoenix, AZ
  • 08/1986 → 12/2017
    R P Ryan Insurance Group
    Phoenix, AZ
  • 03/2017 → 03/2017
    Various Insurance Carriers For W&R Insurance Agencies
    Phoenix, AZ
  • 03/2017 → 03/2017
    Waddell & Reed, Inc
    Scottsdale, AZ
  • 08/1986 → Present
    R P Ryan Insurance, Inc.
    Phoenix, AZ
  • 10/2017 → 12/2017
    Area Agency On Aging
    Phoenix, AZ
  • 12/2017 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 12/2017 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    Phoenix, AZ
  • 03/2019 → Present
    Woodbury Financial Services, Inc.
    Phoenix, AZ
  • 01/2024 → Present
    Tucson, AZ
Previous Registrations
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    Phoenix, AZ
    Tucson, AZ
  • 2017-12-22 → 2019-03-01
    Questar Asset Management, Inc.
    Phoenix, AZ
    Minneapolis, MN
Other Businesses

R P RYAN INSURANCE, INC. POSITION: agent NATURE: corporation, Insurance Agency, primarily Property and Casualty Insurance. I am the only agent doing Medicare and employee benefits and personal life insurance and disability. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 30 START DATE: 08/31/1986 ADDRESS: 18501 N 40th Street, #102, Phoenix AZ 85032, United States DESCRIPTION: prospect, quoting, enrolling, servicing any issues or needs for insurance products

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-07-09
  • S63 Uniform Securities Agent State Law Examination
    1985-07-09
Designations
Other Names
  • Annette Louise Petzel
  • Annette Claypool Petzel
  • Annette Louise Claypool

View on SEC IAPD

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