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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
| CO | RA | APPROVED | 2024-01-19 |
| NC | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
San Rafael, CA • United States
50 California Street Suite 1500, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | San Francisco | CA | 02/2002 | 01/2024 |
| Osaic Wealth, Inc. | San Francisco | CA | 01/2024 | Present |
1) LINDSEY HANLEY POSITION: Self NATURE: Sole prop INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2019 ADDRESS: 75 Sidney Ct, San Rafael CA 94903, United States DESCRIPTION: Mike Tate (and occasionally Recruits in transition, other advisors) use some of my Aministrative personnel and pays an hourly rate for their support. All personnel are registered with WFS 2) MARY BARANOV TRUST POSITION: NONE NATURE: TRUST INVESTMENT RELATED: YES NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 06/01/2014 ADDRESS: PO BOX 1039, PIONEER CA 95666 DESCRIPTION: COLLECT PASSIVE INCOME ONLY 3) HANLEY WEALTH MANAGEMENT POSITION: Certified Financial Planner NATURE: Sole Prop, marketing name INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2018 ADDRESS: 75 Sidney Court, San Rafael CA 94903, United States DESCRIPTION: Marketing name for securities business 4) LINDSEY HANLEY (1) POSITION: Self NATURE: Sole prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2002 ADDRESS: 75 Sidney Ct, San Rafael CA 94903, United States DESCRIPTION: Sell Traditional lines insurances 5) BLUE PACIFIC ADVISORS POSITION: Principal NATURE: Sole Prop Marketing name INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/30/2021 ADDRESS: 75 Sidney Ct, San Rafael, 94903 CA 94903, United States DESCRIPTION: Marketing name for business done with WFS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-07 |
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