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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 |
|---|---|---|---|---|
| Woodbury Financial Services | Oshkosh | WI | 07/2009 | 01/2024 |
| Osaic Wealth, Inc. | Oshkosh | WI | 01/2024 | Present |
1) WT FINANCIAL POSITION: agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2016 ADDRESS: 5111B Green Valley Rd., Oshkosh WI 54904, United States DESCRIPTION: life and health insurance sales 2) EVERGREEN FOUNDATION, INC POSITION: board member NATURE: Senior living retirement community INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/16/2021 ADDRESS: 1130 N Westfield, Oshkosh WI 54901, United States DESCRIPTION: board member on the community's foundation account
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-25 |
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