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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-08-07
  • MN RA
    APPROVED
    Since 2023-08-07

Branch Locations

7755 3Rd Street North, Oakdale, MN 55128 • United States

7755 3Rd Street North, Oakdale, MN 55128 • 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
Woodbury Financial Services, Inc Woodbury MN 04/2009 Present
  • 04/2009 → Present
    Woodbury Financial Services, Inc
    Woodbury, MN
Previous Registrations
  • 2014-01-29 → 2024-01-19
    Woodbury Financial Services, Inc.
    Oakdale, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-04-28
S63 Uniform Securities Agent State Law Examination 1994-10-24
  • S66 Uniform Combined State Law Examination
    2004-04-28
  • S63 Uniform Securities Agent State Law Examination
    1994-10-24

View on SEC IAPD

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