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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-06-27 |
Branch Locations
7815 3Rd Street North Suite 201, Oakdale, MN 55128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dakota County | West St Paul | MN | 06/2023 | Present |
| Ramsey County | St Paul | MN | 03/2014 | 06/2023 |
| Hap | St Paul | MN | 07/2017 | 12/2017 |
| Woodbury Financial Services Inc | Oakdale | MN | 12/2023 | 01/2024 |
| Osaic Wealth, Inc. | Oakdale | MN | 01/2024 | Present |
1. JODY MCDONOUGH POSITION: Registered Assistant NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 50 START DATE: 01/05/2026 ADDRESS: 2896 Simpson Street, Roseville MN 55113, United States DESCRIPTION: Registered Assistant work supporting Jody in her book. 2. ST CROIX WEALTH MANAGEMENT (SCWM)/ REGISTERED ASSISTANT POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2024 ADDRESS: 7815 3rd street N, suite 201, Oakdale MN 55128, United States DESCRIPTION: help process day to day business and help with meetings. 3. CLARITY SOLUTIONS GROUP POSITION: human services consultant NATURE: sole proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2026 ADDRESS: 8675 Scarsdale Blvd, Powell OH 43065, United States DESCRIPTION: consulting with clarity solutions to assist human services agencies with technology, systems and workflows. consulting as a subject matter expert in in human services systems and as end user testing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-15 |
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