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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J Agrawal Financial Group | Poughkeepsie | NY | 05/1994 | Present |
| Woodbury Financial Services | Poughkeepsie | NY | 11/2006 | 01/2024 |
| Osaic Wealth, Inc. | Poughkeepsie | NY | 01/2024 | Present |
1) DBA J.AGRAWAL FINANCIAL GROUP POSITION: OWNER; INV REL; 120HR/MO; 60/MO; START DATE: 11/23/2006; ADDRESS: 22 IBM RD SUITE 205, POUGHKEEPSIE, NY 12601 DESCRIPTION: LIFE INSURANCE, DISABILITY, MUTUAL FUNDS, ANNUITIES, AND LTC. 2) CONDUCT SEMINARS USING APPROVED PASSPORT TO RETIREMENT SYSTEM FROM EMERALD SYSTEMS NON INV REL; VARIOUS PUBLIC SCHOOLS; FINANCIAL EDUCATION; OWNER OF LICENSE PTR; 9/1/2009; 10HR/MO; 0HR/MO; DESCRIPTION: TEACH THE COURSE OCCASIONALLY THROUGHOUT THE YEAR THROUGH THE CE DEPT OF AREA SCHOOL DISTRICT-ALL FULLY APPROVED FOR MANY YEARS BY WFS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-10 |
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