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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
Branch Locations
21671 Gateway Center Dr Suite 112, Diamond Bar, CA 91765 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neilan & Associates, Cpa Inc | Diamond Bar | CA | 11/1988 | Present |
| Woodbury Financial Services, Inc | Diamond Bar | CA | 08/2004 | 01/2024 |
| Osaic Wealth, Inc. | Diamond Bar | CA | 01/2024 | Present |
1. WOODBURY FINANCIAL SERVICES POSITION: REGISTERED REP NATURE: FIXED INSURANCE BUSINESS, INCLUDING TERM LIFE INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/31/2002 ADDRESS: 21671 GATEWAY CENTER DR, SUITE 112, DIAMOND BAR CA 91765, United States DESCRIPTION: TERM LIFE INSURANCE QUOTES 2. NEILAN & ASSOCIATES CPA INC POSITION: CPA NATURE: TAX PREPARATION AND ACCOUNTING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 07/17/2002 ADDRESS: 324 S Diamond Bar Blvd, Suite 881, Diamond Bar CA 91765, United States DESCRIPTION: TAX PREPARATION AND ACCOUNTING SERVICES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-12-28 |
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