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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-04 |
| FL | RA | APPROVED | 2024-01-19 |
| MI | RA | APPROVED | 2024-01-19 |
Branch Locations
Fort Myers, FL • United States
3069 University Dr #200, Auburn Hills, MI 48326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Auburn Hills | MI | 01/2011 | 01/2024 |
| Osaic Wealth, Inc. | Auburn Hills | MI | 01/2024 | Present |
1) WIKLUND & BOND FINANCIAL POSITION: Partner NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2001 ADDRESS: 3069 University Dr, suite 200, Auburn Hills MI 48326, United States DESCRIPTION: Consultation & Sales of Health insurance and Voluntary Employee Benefits
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-15 |
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