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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wt Financial | Oshkosh | WI | 02/2014 | Present |
| Woodbury Financial Services Inc | Oshkosh | WI | 07/2017 | 01/2024 |
| Osaic Wealth, Inc. | Oshkosh | WI | 01/2024 | Present |
1. WT FINANCIAL POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 02/20/2014 ADDRESS: 5111 B Green Valley Rd., Oshkosh WI 54904, United States DESCRIPTION: Health/Life Insurance & Fixed annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-30 |
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