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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-05-29 |
| CA | RA | APPROVED | 2024-01-19 |
| DE | RA | APPROVED | 2024-01-19 |
| FL | RA | APPROVED | 2024-01-19 |
| NV | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
| VA | RA | APPROVED | 2024-01-19 |
Branch Locations
3070 Bristol St Ste 500, Costa Mesa, CA 92626-3083 • United States
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 |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | Los Alamitos | CA | 01/1989 | 01/2024 |
| Osaic Wealth, Inc. | Costa Mesa | CA | 01/2024 | Present |
LANDMARK CAPTIAL WEALTH POSITION: agent NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/23/2010 ADDRESS: 3070 bristol st, suite 500, costa mesa CA 92626, United States DESCRIPTION: fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-26 |
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