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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
Branch Locations
San Francisco, CA • United States
50 California Street Suite 1500, San Francisco, CA 94111 • United States
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 |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | San Francisco | CA | 06/2013 | 01/2024 |
| Osaic Wealth, Inc. | San Francisco | CA | 01/2024 | Present |
1. JUDY WONG POSITION: REAL ESTATE OWNER; NON INVESTMENT RELATED; 1 HOUR/MONTH; START DATE: 2005 ADDRESS: SAN FRANCISCO, CA DESCRIPTION: OWN RENTAL PROPERTY. 2.) RENTAL UNITS POSITION: landlord NATURE: rental units INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 2669 California St, San Franciso CA 94115, United States DESCRIPTION: property management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-20 |
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