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Luiz Henrique Moreira Boscardin

Osaic Wealth, Inc.

Honolulu, HI

Lafayette, CA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-05-06
MA RA APPROVED 2024-10-22
KS RA APPROVED 2024-06-03
ND RA APPROVED 2024-01-09
IL RA APPROVED 2023-12-12
TX RA APPROVED_RES 2023-08-02
WA RA APPROVED 2018-11-05
CA RA APPROVED 2018-11-02
HI RA APPROVED 2018-11-02
NV RA APPROVED 2018-11-02
NM RA APPROVED 2018-11-02
UT RA APPROVED 2018-11-02
  • MO RA
    APPROVED
    Since 2025-05-06
  • MA RA
    APPROVED
    Since 2024-10-22
  • KS RA
    APPROVED
    Since 2024-06-03
  • ND RA
    APPROVED
    Since 2024-01-09
  • IL RA
    APPROVED
    Since 2023-12-12
  • TX RA
    APPROVED_RES
    Since 2023-08-02
  • WA RA
    APPROVED
    Since 2018-11-05
  • CA RA
    APPROVED
    Since 2018-11-02
  • HI RA
    APPROVED
    Since 2018-11-02
  • NV RA
    APPROVED
    Since 2018-11-02
  • NM RA
    APPROVED
    Since 2018-11-02
  • UT RA
    APPROVED
    Since 2018-11-02

Branch Locations

1100 Alakea Street 23Rd Floor, Honolulu, HI 96813 • United States

3703 Mt Diablo Blvd, Lafayette, CA 94549 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Signator Investors Inc Honolulu HI 07/2008 Present
Osaic Wealth, Inc. Newark CA 11/2018 Present
  • 07/2008 → Present
    Signator Investors Inc
    Honolulu, HI
  • 11/2018 → Present
    Newark, CA
Previous Registrations
  • 2008-07-03 → 2018-11-05
    Signator Investors, Inc.
    Honolulu, HI
    Honolulu, HI
    St George, UT
    Honululu, HI
    Salt Lake City, UT
    Honolulu, HI
    Lafayette, CA
    San Jose, CA
    Roseville, CA
    Los Angeles, CA
    Carrollton, TX
    Burlingame, CA
    Redwood City, CA
    San Jose, CA
    Newark, CA
    Roseville, CA
    Oceanside, CA
    Boston, MA
  • 2007-10-03 → 2008-07-02
    Fsc Securities Corporation
    Ewa Beach, HI
  • 2007-08-13 → 2007-09-18
    Signator Investors, Inc.
    Honolulu, HI
    Honolulu, HI
Other Businesses

1.. REAL ESTATE PROPERTY RENTAL POSITION: Owner NATURE: Real Estate rental. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1997 ADDRESS: 3703 Mt. Diablo Blvd., Lafayette CA 94549, United States DESCRIPTION: These are properties that I purchase and rent. I don't get involved as a third party finds the tenants and rents, although I might get involved in the future. 2. INSURANCE AGENCY OF PACIFIC FINANCIAL PARTNERS POSITION: CEO & Broker NATURE: Insurance Agency for life insurance, fixed insurance products, including P&C line of business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2019 ADDRESS: 3703 Mt. Diablo Blvd, Lafayette CA 94549, United States DESCRIPTION: I'll be a broker and BGA for life, disability insurance brokerage, fixed business only. Adding the P&C line of business. Owner/CEO of Pacific Financial Partner Insurance Agency - Brokerage General Agency - One stop shop for all life insurance, health insurance, and Property and Casualty insurance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-01
S63 Uniform Securities Agent State Law Examination 2000-04-17
  • S65 Uniform Investment Adviser Law Examination
    2007-08-01
  • S63 Uniform Securities Agent State Law Examination
    2000-04-17

View on SEC IAPD

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