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Account
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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-11-03 |
| CA | RA | APPROVED | 2023-11-03 |
| FL | RA | APPROVED | 2023-11-03 |
| GA | RA | APPROVED | 2023-11-03 |
| MD | RA | APPROVED | 2023-11-03 |
| MI | RA | APPROVED | 2023-11-03 |
| WA | RA | APPROVED | 2023-11-03 |
Branch Locations
2950 Buskirk Avenue Suite 300, Walnut Creek, CA 94597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umpqua Investments, Inc. | Portland | OR | 11/2006 | Present |
| Fsc Securities Corporation | Walnut Creek | CA | 08/2020 | 11/2023 |
| Osaic Wealth, Inc. | Walnut Creek | CA | 11/2023 | Present |
1. RICHARDSON EWEALTH STRATEGIES INC POSITION: Principal NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/19/2020 ADDRESS: 2950 Buskirk Avenue, Suite 300, Walnut Creek CA 94597, United States DESCRIPTION: Provide leadership, strategic direction, and manage the daily responsibilities or the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-22 |
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