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Brooke Phoebe Paz

Osaic Wealth, Inc.

Salt Lake City, UT

Midvale, UT

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-02-06
  • UT RA
    APPROVED
    Since 2026-02-06

Branch Locations

Salt Lake City, UT • United States

7730 S Union Park Ave Suite 250, Midvale, UT 84047 • 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
Schulz Financial Group Tucson AZ 01/2020 12/2020
Homemaker Salt Lake City UT 09/2016 12/2019
Pacific Dental Services Salt Lake City UT 10/2014 09/2016
Lpl Financial, Llc Salt Lake City UT 12/2020 08/2022
Woodbury Financial Services Inc Midvale UT 08/2022 01/2024
Osaic Wealth, Inc. Midvale UT 01/2024 Present
  • 01/2020 → 12/2020
    Schulz Financial Group
    Tucson, AZ
  • 09/2016 → 12/2019
    Homemaker
    Salt Lake City, UT
  • 10/2014 → 09/2016
    Pacific Dental Services
    Salt Lake City, UT
  • 12/2020 → 08/2022
    Lpl Financial, Llc
    Salt Lake City, UT
  • 08/2022 → 01/2024
    Woodbury Financial Services Inc
    Midvale, UT
  • 01/2024 → Present
    Osaic Wealth, Inc.
    Midvale, UT
Other Businesses

1)Partner with Sunday Afternoon Consulting LLC This is my husbands business, I am not involved and do not spend any time on the LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-04
  • S66 Uniform Combined State Law Examination
    2026-02-04
Other Names
  • Brooke Phoebe Paz
  • Brooke Batz

View on SEC IAPD

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LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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