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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-07 |
| CA | RA | APPROVED | 2018-11-06 |
Branch Locations
11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-11-01 |
Branch Locations
1420 E. Chapman Ave, Orange, CA 92866 • United States
11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Orange | CA | 04/2009 | 10/2017 |
| Osaic Wealth, Inc | Orange | CA | 10/2017 | Present |
1. PO5, LLC POSITION: general member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2014 ADDRESS: 1420 East Chapman Ave., Orange CA 92866, United States DESCRIPTION: 5 families got together to form PO5, LLC at 20% equity each to purchase a building. This building is leased to the 5 financial advisors as long-term tenants. Occasionally, we will lease space to others. If they happen to be a financial advisor, they are licensed within our same broker-dealer. There is no space sharing. 2. FINANCIALLY YOURS ADVISORY SERVICES POSITION: Owner NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2009 ADDRESS: 1420 E. Chapman Ave., Orange CA 92866, United States DESCRIPTION: I am the owner of Financially Yours Advisory Services, which is a DBA for my financial planning practice. 3. ICIA PTO POSITION: Board Member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 1 Liberty, Irvine CA 92620, United States DESCRIPTION: I oversee various efforts of our organization - mostly fundraising efforts, guiding the direction of the organization, liaison between parents, school staff, and the administration. 4. NWF ADVISORY POSITION: Investment Advisory NATURE: An independent RIA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 30 START DATE: 11/01/2017 ADDRESS: 1420 E. Chapman Ave., Orange CA 92866, United States DESCRIPTION: I am affiliated with NWF Advisory Services for some investment advisory business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-14 |
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