Notification of Changes for Business Entity
General Information  
Business Entity Name: WOODBURY FINANCIAL SERVICES
Incorporation / Formation Date:  
FEIN: 410944586
Ohio License Number:
NPN:
DBA / Trade Name:  
State of Domicile: OH
County: WASHINGTON
Business Address  
Address 1: 7755 THIRD STREET NORTH
Address 2:  
City: OAKDALE
State: MN
Zip: 55128
Phone: 800-800-2638
Fax:  
Business Web Site Address:  
Business Email Address:  
Mailing Address  
Address 1: 7755 THIRD STREET NORTH
Address 2:  
City: OAKDALE
State: MN
Zip: 55128
   
Indicate the type of change you are seeking
Address Change: NO
Business Entity Name Change: NO Old Business Entity Name:  
New DBA/Trade Name: NO New DBA/Trade Name:  
Amend DBA/Trade Name: NO Old DBA/Trade Name:  
Add/Delete Producers, Members, Owners, Partners, Officers and/or Directors: YES
   
Licensed Producers
Name Title NPN Add Delete Eff. Date
           
Members, Owners, Partners, Officers and Directors
Name Title Identifying # Add Delete Eff. Date
PATRICK MACGRATH REG. REP 292-88-9410 YES   11/21/2017
Title Business Entities Only
1. Is any member, producer, owner, share holder, manager, partner, officer or director currently engaged in deriving income from or affiliated with (other than as a customer) any business or profession other than insurance? (i.e. banking, auto dealer, mortgage company)
2. Has any member, producer, owner, share holder, manager, partner, officer or director currently engaged in deriving income from or affiliated with (other than as a customer) any business or profession other than insurance since the filing of the previous CN-65 or the original application?
3. If the answer to questions #1 or #2 is yes, identify the business or profession and the nature of person's involvement  
Submitted By  
Submitted By: NICOLE BRADFORD-ALBERT
Title: LICENSING SPECIALIST
Phone Number: 651.702.1970
Email Address: REGISTRATION@ADVISORGROUP.COM