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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
22800 Savi Ranch Pkwy Suite 222, Yorba Linda, CA 92887 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Yorba Linda | CA | 05/2005 | 01/2024 |
| Osaic Wealth, Inc. | Yorba Linda | CA | 01/2024 | Present |
1)REMLAND INSURANCE POSITION: Agent NATURE: Sole Propreitorship INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 03/31/2014; ADDRESS: 636 E Chapman Ave, Orange CA 92866, United States DESCRIPTION: The sale and solicittation of term and fixed life insruance, as well as group and individual Health Insurance. 2) WEBER WEALTH ADVISORS POSITION: Investment Adviosr Representative/ Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 200 START DATE: 04/25/2018 ADDRESS: 22800 Savi Ranch Pkwy, Suite 222, Yorba Linda CA 92887, United States DESCRIPTION: All duties of a financial advisor. This is a marketing name for the services we preform with Woodbury financial Services. 3) NICHOLAS JOHN POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2018 ADDRESS: 22800 Savi Ranch Pkwy, Suite 222, Yorba Lindac CA 92887, United States DESCRIPTION: Sales, Service, and solicitation of Fixed annuities and life insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-12 |
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