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3061 E. La Palma Ave., Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-26 |
| CO | RA | APPROVED | 2026-01-26 |
| FL | RA | APPROVED | 2025-07-16 |
| OR | RA | APPROVED | 2025-04-15 |
| AZ | RA | APPROVED | 2025-02-21 |
| GA | RA | APPROVED | 2025-02-05 |
| CA | RA | APPROVED | 2025-02-03 |
| ID | RA | APPROVED | 2025-02-03 |
| NV | RA | APPROVED | 2025-02-03 |
| TX | RA | APPROVED | 2025-02-03 |
| UT | RA | APPROVED | 2025-02-03 |
| VA | RA | APPROVED | 2025-02-03 |
| WA | RA | APPROVED | 2025-02-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth | Placentia | CA | 01/1998 | Present |
| Chatterton & Associates, The Wealth Management Team, Inc. | Placentia | CA | 08/2004 | Present |
1. CHATTERTON & ASSOCIATES; Investment Advisor Representative INVESTMENT-RELATED; 3061 E LA PALMA AVE ANAHEIM, CA 92806; 8/01/2004; 120 HOURS/ SECURITIES HOURS; 2.Osaic Wealth: Registered Representative and Insurance Agent. Investment Related: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/1998
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-09-03 |
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