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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
| MN | RA | APPROVED | 2024-01-19 |
| MO | RA | APPROVED | 2024-01-19 |
| NV | RA | APPROVED | 2024-01-19 |
| PA | RA | APPROVED | 2024-01-19 |
| 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. | Edina | MN | 12/2011 | 01/2024 |
| Osaic Wealth, Inc. | Edina | MN | 01/2024 | Present |
1) PATHWAY FINANCIAL ADVISORS/FIXED INSURANCE POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2011 ADDRESS: 7241 Ohms Lane, Suite 200, Edina MN 55439, United States DESCRIPTION: Provide guidance and implementation of insurance / fixed annuity / disability income / long-term care as part of a Lifestyle Vision comprehensive plan. 2) PATHWAY FINANCIAL ADVISORS/DBA POSITION: This OBA is for my DBA NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 12/17/2011 ADDRESS: 7241 Ohms Lane, Suite 200, Edina MN 55439, United States DESCRIPTION: This OBA is for my DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-20 |
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