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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 |
| GA | RA | APPROVED | 2024-01-19 |
| SC | RA | APPROVED | 2024-01-19 |
Branch Locations
3070 Bristol St Ste 500, Costa Mesa, CA 92626-3083 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial | Huntington Beach | CA | 03/2003 | 01/2024 |
| Osaic Wealth, Inc. | Costa Mesa | CA | 01/2024 | Present |
1. SHU TODOROKI; NON INV REL; 3070 BRISTOL ST SUITE 500 COSTA MESA, CA 92626; SALE OF TERM/UNIVERSAL LIFE INSURANCE THROUGH GREAT LAKES; INS AGENT; START 07/01/2004; 4HR/MTH; 2HR/MTH DURING TRADING; I SELL TERM AND UNIVERSAL LIFE INSURANCE. 2. SHU TODOROKI POSITION: insurance agent NATURE: sole prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2019 ADDRESS: 3070 Bristial st, suite 500, costa mesa CA 92626, United States DESCRIPTION: Fixed annuity business not through Woodbury Financial Services 3. FULLERTON HIGH SCHOOL POSITION: Assistant coach NATURE: Assistant Varsity softball coach INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 10/28/2019 ADDRESS: 1051 West Bastanchury Rd, Fullerton CA 92833, United States DESCRIPTION: I am the assistanct coach for a softball team
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-26 |
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