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Melissa Star Williams

Osaic Wealth, Inc.

Spokane, WA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-02-29
WA RA APPROVED 2024-02-28
  • TX RA
    APPROVED_RES
    Since 2024-02-29
  • WA RA
    APPROVED
    Since 2024-02-28

Branch Locations

421 W. Riverside Avenue #340, Spokane, WA 99201 • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Star Financial And Insurance Services Inc. Spokane WA 10/2009 Present
Centaurus Financial Inc. Anaheim CA 08/2015 02/2024
Osaic Wealth, Inc. Spokane WA 02/2024 Present
Previous Registrations
Other Businesses

1. STAR FINANCIAL A WEALTH MANAGMENT CO POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 04/01/2013 ADDRESS: 421 W Riverside Ave 340, Spokane WA 99201, United States DESCRIPTION: Insurance sales and service for various products 2. SPOKANE COUNTY ANIMAL CONTROL (SCRAPS) POSITION: Advisory Board Member NATURE: County Government INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2024 ADDRESS: 6815 E Trent, Spokane Valley WA 99212, United States DESCRIPTION: Monthly meetings where the advisory board learns and advises the organization on community needs and desires of the organization, such as public safety, euthanasia policies and overall treatment of animals. 3. RENTAL PROPERTY- SANDPOINT ID POSITION: Partner NATURE: No registered entity. Tenancy in Common ownership. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2020 ADDRESS: 419 S Crystal Springs Road, Sandpoint ID 83864, United States DESCRIPTION: Own 1/3rd of a ski condo that is rented occasionally to assist with covering expenses. 4. LAW FIRM OF STRAZZERI MANCINI LLP POSITION: Wealth Manager NATURE: LLP and Marketing name INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/07/2025 ADDRESS: 421 W Riverside Ave, 340, Spokane WA 99201, United States DESCRIPTION: Financial planning and insurance sales and service. Joint marketing with the services offered by the law firm.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-16
  • S66 Uniform Combined State Law Examination
    2013-09-16
Other Names
  • Melissa Starr Williams
  • Melissa Star Bortfeld
  • Melissa Star Bortfeld
  • Melissa Star Williams
  • Melissa Star Williams-Frasca
  • Melissa Star Williams Frasca

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