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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, Inc | Oshkosh | WI | 05/2010 | 01/2024 |
| Osaic Wealth, Inc. | Oshkosh | WI | 01/2024 | Present |
1)WT FINANCIAL; NONINV RELATED; 5111B GREEN VALLEY RD OSHKOSH,WI 54904; LIFE INSURANCE,HEALTH,FIXED ANNUITIES,FUNERAL TRUSTS; OWNER; 12/15/2002; 20HR/MON; 15HR/MON; OVERALL PLANNING W/CLIENTS AND PROSPECTS 2) WT FINANCIAL POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2004 ADDRESS: 5111B Green Valley Rd, Oshkosh WI 54904, United States DESCRIPTION: Help people with life insurance needs, fixed annuities, funeral trusts and long term care 3) WT FINANCIAL POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2010 ADDRESS: 5111B GreenValley RD, Oshkosh WI 54904, United States DESCRIPTION: Fixed annuity, funeral trusts.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-05-07 |
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