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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-11-03 |
Branch Locations
19785 Village Office Court Suite 101, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corp | Atlanta | GA | 08/2016 | 11/2023 |
| Osaic Wealth, Inc. | Bend | OR | 11/2023 | Present |
1. KALYX CAPITAL MANAGEMENT POSITION: Registered Assistant/Office Manager NATURE: Sole Proprietorship within LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/02/2017 ADDRESS: 19785 Village Office Court, Bend OR 97702, United States DESCRIPTION: Registered Assistant and Office Management for Kalyx Capital 2. ADVISOR REPUBLIC INC. POSITION: Secretary NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2021 ADDRESS: 19785 Village Office Court, Bend OR 97702, United States DESCRIPTION: Office management 3. UNDEFINED GRIDLINES POSITION: Secretary NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 10/01/2021 ADDRESS: 19785 Village Office Ct, Suite 101, Bend OR 97702, United States DESCRIPTION: Registered Assistant and Office Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-21 |
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