Brandi Rose Stahl

Current Employers

Osaic Wealth, Inc.

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_RES	2025-01-24

CA RA
APPROVED

Since 2025-01-24
TX RA
APPROVED_RES

Since 2025-01-24

Branch Locations

6101 Bollinger Canyon Road Suite 225, San Ramon, CA 94583 • United States

8880 Cal Center Drive Suite 220, Sacramento, CA 95826-3229 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lincoln Financial Advisors	Sacramento	CA	10/2002	01/2025
Osaic Wealth, Inc.	San Ramon	CA	01/2025	Present

10/2002 → 01/2025

Lincoln Financial Advisors

Sacramento, CA
01/2025 → Present

Osaic Wealth, Inc.

San Ramon, CA

Previous Registrations

2003-05-15 → 2025-01-24

Osaic Fa, Inc.

Sacramento, CA

Grass Valley, CA

Sacramento, CA

San Ramon, CA

Other Businesses

MOMENTUM VALUE PARTNERS, LLC POSITION: CEO and Managing Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2025 ADDRESS: 6101 Bollinger Canyon Rd, Suite 225, San Ramon CA 94583, United States DESCRIPTION: Overall growth and management of the company to include advisor growth and leadership team/EE's

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2002-01-17
S65	Uniform Investment Adviser Law Examination	2002-01-16

S63 Uniform Securities Agent State Law Examination

2002-01-17
S65 Uniform Investment Adviser Law Examination

2002-01-16

View on SEC IAPD

Current Employers

Osaic Wealth, Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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