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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-31 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth | Phoenix | AZ | 10/2005 | Present |
1) LESLIE AYERS POSITION: Sucessor Co-Trustee NATURE: Distefano Family Living Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/18/2022 ADDRESS: 3440 S Conetoga Road, Apache Junction AZ 85119, United States DESCRIPTION: Successor Co-Trustee for family trust - Lawrence and Carolyn Distefano are my step-father and mother. 2) LESLIE AYERS POSITION: Sucessor Co-Trustee NATURE: Distefano Family Living Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/18/2022 ADDRESS: 3440 S Conetoga Road, Apache Junction AZ 85119, United States DESCRIPTION: Successor Co-Trustee for family trust - Lawrence and Carolyn Distefano are my step-father and mother.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-25 |
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