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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-28 |
| CA | RA | APPROVED | 2018-11-02 |
| CO | RA | APPROVED | 2018-11-02 |
| CT | RA | APPROVED | 2018-11-02 |
| IN | RA | APPROVED | 2018-11-02 |
| NM | RA | APPROVED | 2018-11-02 |
| WV | RA | APPROVED | 2018-11-02 |
Branch Locations
155 N Riverview Drive Suite 311, Anaheim, CA 92808 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Mutual Life Insurance Co | Irvine | CA | 03/1997 | 11/2018 |
| Signator Investors, Inc. | Nashville | TN | 03/1997 | 11/2018 |
| Osaic Wealth, Inc. | Anaheim | CA | 11/2018 | Present |
1. FIXED INSURANCE POSITION: Broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/05/1997 ADDRESS: 155 N Riverview Dr., Suite #311, Anaheim CA 92808, United States DESCRIPTION: Fixed life insurance broker 2. MURDOCK WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: DBA for my broker/dealer activities INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2010 ADDRESS: 155 N Riverview Dr., Suite #311, Anaheim CA 92808, United States DESCRIPTION: This is the DBA for my broker/dealer activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-17 |
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