Essam Wafik Ibrahim

Current Employers

Employment History

• 10/2005 → Present
  Aig Financial Advisors, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Martinez, CA

Previous Registrations

• 2012-02-10 → 2023-09-01
  Osaic Services, Inc.
  Martinez, CA
  Roseville, CA
• 1999-12-15 → 2012-04-27
  Independent Capital Management
• 1999-12-15 → 1998-01-30
  Independent Capital Management
  Concord, CA

Other Businesses

1. CITADEL LAW OFFICES; NO; 4695 MACARTHUR COURT SUITE 100 NEWPORT BEACH, CA 92669; TRUST SVS; ESTATE PLANNER; 2002; 3; 0; REFERRING CLIENTS TO ATTORNEY FOR ESTATE PLANNING SERVICES. 2. INDEPENDENT CAPITAL MGMT INC; YES; 240 CALLE CAMPENSINO SAN CLEMENTE, CA 92672; INSURANCE; EMPLOYEE/AGENT; 1997; 20; 4; CONDUCT INSURANCE SVCS THROUGH OUR OWN AGENCY (ICM). 3. ESSAM IBRAHIM; NO; 19 DUKE COURT PLEASANT HILL, CA 94523; TAX PREPARATION; OWNER/TAX PREPARER; 2006; 2; 0; PREPARE TAXES. 4. REAL ESTATE BROKER, 9/05. REAL ESTATE BROKER, 2/08. 5. CORPORATE RIA, 5/2012, 8HRS/MONTH, 8HRS DT, INVESTMETN ADVISORY. 6. ESSAM W IBRAHIM POSITION: Owner - NATURE: Other - OWNER OF PROPERTY- Sole Prop INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2005 ADDRESS: 1320 ARNOLD DRIVE, SUITE 161, MARTINEZ CA 94553, United States DESCRIPTION: MANAGE MY PERSONAL PROPERTIES THAT ARE LEASED 1021 DYER DRIVE LAFAYETTE, CA 94549 AND19 DUKE COURTPLEASANT HILL, CA 94523 7) ALL INDEPENDENT FINANCIAL POSITION: Owner - NATURE: Sole Proprietorship - Mortgage Brokerage - INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2006 ADDRESS: 1320 ARNOLD DRIVE, SUITE 161, MARTINEZ CA 94553, United States DESCRIPTION: Provide mortgage solutions to clients. No balloon payments. 8) ESSAM W IBRAHIM POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/28/2008 ADDRESS: 1320 ARNOLD DRIVE, SUITE 161, MARTINEZ CA 94553, United States DESCRIPTION: REAL ESTATE BROKER 9) ALL INDEPENDENT FINANCIAL POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 1320 ARNOLD DRIVE SUITE 161 MARTINEZ, CA 94553, MARTINEZ CA 94553, United States DESCRIPTION: PREPARE TAX RETURNS

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-25
• S63 Uniform Securities Agent State Law Examination
  1997-04-14