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Rosalinda Castro Roberts

Osaic Wealth, Inc.

Sacramento, CA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-14
  • CA RA
    APPROVED
    Since 2024-06-14

Branch Locations

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
OrganizationCityStateFromTo
Securities America, Inc. Sacramento CA 01/2006 06/2024
Securities America Advisors, Inc. Sacramento CA 01/2006 06/2024
Osaic Wealth, Inc. Sacramento CA 06/2024 Present
Osaic Wealth, Inc. Sacramento CA 06/2024 Present
  • 01/2006 → 06/2024
    Securities America, Inc.
    Sacramento, CA
  • 01/2006 → 06/2024
    Securities America Advisors, Inc.
    Sacramento, CA
  • 06/2024 → Present
    Sacramento, CA
  • 06/2024 → Present
    Sacramento, CA
Previous Registrations
  • 2006-01-27 → 2024-06-14
    Securities America Advisors, Inc.
    Sacramento, CA
    Sacramento, CA
  • 2002-08-06 → 2009-05-02
    American General Financial Advisors, Inc.
    Sacramento, CA
  • 2001-02-13 → 2006-02-03
    Sacramento, CA
Other Businesses

1.STEVEN AND ROSALINDA ROBERTS RENTAL PROPERTIES POSITION: Owner NATURE: Ownership in personal rental/investment properties. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/23/2003 ADDRESS: 1647 2nd Avenue, Walnut Creek CA 94597 DESCRIPTION: Provide housing to qualified tenants. Ensure that all expenses related to maintaining/repairing rental properties are paid. This includes, but is not limited to, payment of property taxes, fire insurance and property management fees. 2. ROSALINDA ROBERTS POSITION: Owner/Producer NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 7 START DATE: 12/01/2000 ADDRESS: 8880 Cal Center Drive, Suite 220, Sacramento CA 95826, United States DESCRIPTION: Review prospect/clients risk management strategy. Provide recommendation of insurance product as needed to meet client/prospect goal and objective

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-27
S63 Uniform Securities Agent State Law Examination 1996-11-26
  • S66 Uniform Combined State Law Examination
    2000-12-27
  • S63 Uniform Securities Agent State Law Examination
    1996-11-26
Other Names
  • Rosalinda C Connot
  • Rosie Connot
  • Rosie Castro
  • Rosalinda Constantino Castro
  • Rosalinda Constantino Castro
  • Rosalinda Constantino Roberts

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