Dan Paul Michaelian

Osaic Wealth, Inc.

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Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-03-08
WA	RA	APPROVED	2019-01-09
NV	RA	APPROVED	2018-11-27
MT	RA	APPROVED	2018-11-07
CA	RA	APPROVED	2018-11-06
MI	RA	APPROVED	2018-11-05
NC	RA	APPROVED	2018-11-05
OR	RA	APPROVED	2018-11-05

TX RA
APPROVED_RES

Since 2026-03-08
WA RA
APPROVED

Since 2019-01-09
NV RA
APPROVED

Since 2018-11-27
MT RA
APPROVED

Since 2018-11-07
CA RA
APPROVED

Since 2018-11-06
MI RA
APPROVED

Since 2018-11-05
NC RA
APPROVED

Since 2018-11-05
OR RA
APPROVED

Since 2018-11-05

Branch Locations

Chester, CA • 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
Foresters Financial	San Jose	CA	03/2002	11/2018
Foresters Advisory Services Llc	San Jose	CA	07/2013	11/2018
Osaic Wealth, Inc.	San Jose	CA	11/2018	Present

03/2002 → 11/2018

Foresters Financial

San Jose, CA
07/2013 → 11/2018

Foresters Advisory Services Llc

San Jose, CA
11/2018 → Present

Osaic Wealth, Inc.

San Jose, CA

Previous Registrations

2013-07-16 → 2018-11-07

Foresters Advisory Services, Llc

San Jose, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-06-27
S63	Uniform Securities Agent State Law Examination	2002-06-01

S65 Uniform Investment Adviser Law Examination

2013-06-27
S63 Uniform Securities Agent State Law Examination

2002-06-01

View on SEC IAPD

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