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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Napa | CA | 01/2025 | Present |
| Lincoln Financial Advisors | Napa | CA | 01/2001 | 01/2025 |
1) MELANIE WHITEHEAD/FUSION WEALTH ADVISORS 1700 SOSCOL AVENUE SUITE 2 NAPA, CA CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER HEALTH, DISABILITY, LONG-TERM CARE AND TRADITIONAL LIFE INSURANCE START DATE: 3/2009 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 2) MELANIE WHITEHEAD 1700 SOSCOL AVENUE SUITE 2 NAPA, CA 94559 CATEGORY: NOTARY PUBLIC INVESTMENT-RELATED: NO TITLE: NOTARY PUBLIC DUTIES: NOTARY SERVICES START DATE: 8/12/2009 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 3) MELANIE WHITEHEAD/OAK ROCK CAPITAL, LLC NAPA, CA CATEGORY: REAL ESTATE DEVELOPMENT/RENTAL/LEGAL ENTITY INVESTMENT-RELATED: YES TITLE: MEMBER DUTIES: SERVE AS MEMBER OF LLC START DATE: 12/2019 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-12 |
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