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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-21
  • CA RA
    APPROVED
    Since 2025-04-21

Branch Locations

19782 Macarthur Blvd Suite 270, Irvine, CA 92612 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self-Employed Elk Grove CA 07/2008 Present
Grip Insurance Agency Sacramento CA 03/2010 03/2018
Verity General Insurance Agency Elk Grove CA 09/2019 Present
California Fine Wine & Spirits Elk Grove CA 05/2020 Present
Beacon Strategic Planning Solutions Llc Elk Grove CA 07/2016 07/2020
Osaic Wealth, Inc Irvine CA 01/2025 Present
  • 07/2008 → Present
    Self-Employed
    Elk Grove, CA
  • 03/2010 → 03/2018
    Grip Insurance Agency
    Sacramento, CA
  • 09/2019 → Present
    Verity General Insurance Agency
    Elk Grove, CA
  • 05/2020 → Present
    California Fine Wine & Spirits
    Elk Grove, CA
  • 07/2016 → 07/2020
    Beacon Strategic Planning Solutions Llc
    Elk Grove, CA
  • 01/2025 → Present
    Irvine, CA
Other Businesses

1. CA FINE WINE & SPIRITS POSITION: Sales Associate NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2020 ADDRESS: 7707 Laguna Blvd, #140, Elk Grove CA 95758, United States DESCRIPTION: Conduct wine classes, wine sales. 2. VERITY GENERAL INSURANCE AGENCY POSITION: President/Principal NATURE: Insurance Agency Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 09/04/2019 ADDRESS: 9245 Laguna Springs Dr, Ste 200, Elk Grove CA 95758, United States DESCRIPTION: Insurance services, agent training & management 3. SELF-EMPLOYED-INSURANCE AGENT, NON-INVESTMENT RELATED, 9245 LAGUNA SPRINGS DR, STE 200, ELK GROVE, CA 95758, STARTED 08/08, INSURANCE SALES, 80 HRS/MO, 40HR/MO DURDING TRADING HOURS, INSURANCE SALES

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-17
S63 Uniform Securities Agent State Law Examination 2007-03-23
  • S66 Uniform Combined State Law Examination
    2025-04-17
  • S63 Uniform Securities Agent State Law Examination
    2007-03-23
Designations
Other Names
  • Stacie Unten
  • Stacie Masayo Unten
  • Stacie Masayo Ono
  • Stacie Masayo Ono
  • Stacie Masayo Unten Tanaka

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