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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-01-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self | Kokomo | IN | 01/1982 | Present |
| Questar Capital Corporation | Minneapolis | MN | 12/2006 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 07/2015 | 03/2019 |
| Woodbury Financial Services, Inc. | Kokomo | IN | 03/2019 | Present |
| Woodbury Financial Services, Inc. | Kokomo | IN | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Kokomo | IN | 01/2024 | Present |
1) ROUCH FINANCIAL SERVICES. POSITION: President. NATURE: Insurance Sales-Fixed annuities, life, group employee benefits, LTC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 70 START DATE: 01/01/1990 ADDRESS: 407 S. Berkley Rd, Kokomo IN 46901, United States DESCRIPTION: Sales of insurance products. 2) FIRST BAPTIST CHURCH POSITION: board member NATURE: non-profit - Church INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2016 ADDRESS: 207Sycamore St., Galveston IN 46932, United States DESCRIPTION: Board of Trustees- decide on purchases of church. I do not write checks or deposit money. 3) ROUCH FINANCIAL SERVICES, INC POSITION: President NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 12 START DATE: 09/17/2003 ADDRESS: 407 S. Berkley Rd., Kokomo IN 46901, United States DESCRIPTION: Tax Preparation. Most hours spent February-April 4) ROUCH FINANCIAL SERVICES POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 70 START DATE: 01/01/1990 ADDRESS: 407 S. Berkley Rd, Kokomo IN 46901, United States DESCRIPTION: Insurance Sales-Fixed annuities, Life, Group employee benefits, LTC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-04 |
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