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Woodbury Financial Services, Inc.

Active Woodbury, MN

(317)580-4949

Woodbury Financial Services, Inc. Overview

Woodbury Financial Services, Inc. filed as a Statement & Designation By Foreign Corporation in the State of California on Monday, May 13, 1968 and is approximately fifty-six years old, as recorded in documents filed with California Secretary of State. A corporate filing is called a foreign filing when an existing corporate entity files in a state other than the state they originally filed in. This does not necessarily mean that they are from outside the United States.

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Key People

Who own Woodbury Financial Services, Inc.

Name
Richard D. Fergesen
President
Chief Executive Officer
Director
NonDir
NonPres
CEO
Treasurer
Chief Executive Officer
David Schmidt 11
Treasurer
NonTreas
Nina McKenna 18
Secretary
NonSec
Matthew Schlueter 12
Director
NonDir
Chief Operating Officer
COO
Executive Vice Presi
Gregory Cornick 8
Director
Jamie Price 17
NonDir
Director
Erica McGinnis 4
President
Director
Walter White
President
Director
Patrick H. McEvoy
President
Director
Joanne Jarvis 4
CFO
Treasurer
Chief Financial Officer
Dahmen Craig 1
CFO
John N. Giamalis 35
Treasurer
Vice President
Robert W. Paiano 33
Treasurer
Vice President
Craig Dahmen 5
Treasurer
Director
Chief Financial Officer
Simmone Fields 4
Treasurer
Jennifer Relien
Treasurer
Secretary
Assistant Secretary
Terence Shields 24
Secretary
Richard G. Costello 23
Secretary
Vice President
John C. Walters 14
Director
Donald C. Hunt 13
Secretary
Noah D. Sorkin 12
Secretary
Executive Vice Presi
General Counsel
Senior Vice Presiden
Executive Vice President
Valerie Brown 7
Director
Brian R. Murphy 6
Director
Eric McGinnis
Director
Thomas C. Spires 26
Vice President
Michael McReynolds 9
Vice President
Diane E. Tatelman 7
Vice President
Mark Phillip Gross 6
Vice President
Gerald C. Mohr 3
Vice President
Robert Costello 3
Vice President
John Dillon 1
Vice President
Chief Compliance Off
Shaun Clasby
Vice President
Abby Henig 7
Assistant Secretary
Inger Simmons Fields 6
Assistant Treasurer
Ahmed Hassanein 6
Chief Accounting Off
Patricia A. Lavoie 4
Assistant
Assistant Sec.
Assistant Secretary
Albert L. Johnson 4
Assistant Vice Presi
Arthur Sandra
Assistant Vice Presi
Robert Guidner
Chief Compliance Off
Deborah K. Hoffman
Assistant Secretary
Kim A. Spreeman
Assistant Secretary
Showing 8 records out of 41

Known Addresses for Woodbury Financial Services, Inc.

2300 Windy Ridge Pkwy SE Atlanta, GA 30339 200 Hopmeadow St Weatogue, CT 06089 10 Exchange Pl Jersey City, NJ 07302 13085 Hamilton Crossing Blvd Carmel, IN 46032 2800 N Central Ave Phoenix, AZ 85004 1 Hartford Plz Hartford, CT 06155 500 Bielenberg Dr Saint Paul, MN 55125 7755 3rd St N Saint Paul, MN 55128 PO Box 64284 Saint Paul, MN 55164 4649 White Bear Pkwy Saint Paul, MN 55110

Corporate Filings for Woodbury Financial Services, Inc.

Florida Department of State

Filing Type: Foreign for Profit Corporation
Status: Active
State: Florida
State ID: P38636
Date Filed: Tuesday, May 5, 1992

Texas Secretary of State

Filing Type: Foreign For-Profit Corporation
Status: Active
State: Texas
State ID: 800051672
Date Filed: Thursday, January 17, 2002
Registered Agent Corporation Service Company D/B/A Csc-Lawyers Incorporating Service Company

California Secretary of State

Filing Type: Statement & Designation By Foreign Corporation
Status: Active
State: California
Foreign State: Minnesota
State ID: 00545644
Date Filed: Monday, May 13, 1968
Registered Agent Corporation Service Company Which Will DO Business In California As Csc - Lawyers Incorporating Service

Nevada Secretary of State

Filing Type: Foreign Corporation
Status: Active
State: Nevada
Foreign State: Minnesota
State ID: C6077-1993
Date Filed: Monday, May 24, 1993
Registered Agent Csc Services of Nevada, Inc.

New York Department of State

Filing Type: Foreign Business Corporation
Status: Active
State: New York
Foreign State: Minnesota
County: NEW YORK
State ID: 2720142
Date Filed: Thursday, January 17, 2002
DOS Process C/O Corporation Service Company
Source Record NY DOS

Corporate Notes

Source Date Type Note
5/24/1993 Foreign Qualification
5/13/1998 Annual List
6/4/1999 Annual List
10/29/1999 Registered Agent Address Change CORPORATION TRUST COMPANY OF NEVAD KFA ONE EAST FIRST STREET RENO NV 89501 KFA
6/5/2000 Annual List
6/13/2001 Annual List
7/6/2001 Amendment CERTIFICATE OF FACT OF NAME CHANGE FILED. (2)PGS. DMF FORTIS INVESTORS, INC. DMFB M 00001
1/17/2002 Application for Certificate of Authority
1/17/2002 Name History/Actual Woodbury Financial Services, Inc.
8/16/2002 Annual List
5/14/2003 Annual List
1/23/2004 Tax Forfeiture
5/10/2004 Annual List List of Officers for 2004 to 2005
7/28/2004 Reversal of Tax Forfeiture
3/2/2005 Change of Registered Agent/Office
3/14/2005 Registered Agent Change
6/16/2005 Annual List
3/14/2006 Annual List
12/31/2006 Public Information Report (PIR)
4/18/2007 Annual List
12/31/2007 Public Information Report (PIR)
3/19/2008 Annual List
12/31/2008 Public Information Report (PIR)
3/13/2009 Annual List
10/30/2009 Change of Office by Registered Agent
12/31/2009 Public Information Report (PIR)
12/31/2009 Public Information Report (PIR)
5/4/2010 Annual List
12/31/2010 Public Information Report (PIR)
3/9/2011 Annual List
12/31/2011 Public Information Report (PIR)
3/8/2012 Annual List
12/31/2012 Public Information Report (PIR)
6/20/2013 Annual List
12/31/2013 Public Information Report (PIR)
12/31/2013 Public Information Report (PIR)
12/31/2013 Public Information Report (PIR)
5/5/2014 Annual List
12/31/2014 Public Information Report (PIR)
12/31/2014 Public Information Report (PIR)
5/21/2015 Annual List
12/31/2015 Public Information Report (PIR)
5/18/2016 Annual List
12/31/2016 Public Information Report (PIR)
5/8/2017 Annual List
12/31/2017 Public Information Report (PIR)
5/21/2018 Annual List
12/31/2018 Public Information Report (PIR)
12/31/2019 Public Information Report (PIR)
12/31/2022 Public Information Report (PIR)

Trademarks for Woodbury Financial Services, Inc.

Serial Number: 78387211
Drawing Code: 4000
Serial Number: 77131748
Drawing Code: 4000
View all trademarks for Woodbury Financial Services, Inc.

Previous Trademarks for Woodbury Financial Services, Inc.

Serial Number: 78777754
Drawing Code: 4000
Serial Number: 78749979
Drawing Code: 4000
Serial Number: 78786122
Drawing Code: 3000
Serial Number: 76309770
Drawing Code: 1000
Serial Number: 77914475
Drawing Code: 4000
Serial Number: 85134171
Drawing Code: 3000

Sources

Florida Department of State
Data last refreshed on Saturday, April 6, 2024
Nevada Secretary of State
Data last refreshed on Wednesday, May 8, 2019
Texas Secretary of State
Data last refreshed on Saturday, March 2, 2024
California Secretary of State
Data last refreshed on Monday, April 4, 2022
New York Department of State
Data last refreshed on Monday, April 8, 2024

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