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11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2012-04-02 |
Branch Locations
3161 Cameron Park Dr. #110, Cameron Park, CA 95682 • United States
11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Menlo Park | CA | 02/2012 | Present |
1. INVESTMENT ADVISOR REPRESENTATIVE WITH NWF ADVISORY SERVICES, INC. AND WITH ROYAL ALLIANCE ASSOCIATES, INC., CORPORATIONS, INVESTMENT RELATED, SINCE 3/2012, SPEND 40 HOURS PER MONTH ON THE ACTIVITY AND 30 HOURS PER MONTH DURING TRADING HOURS, OFFER FEE-BASED ACCOUNTS AND FINANCIAL PLANNING SERVICES. 2. GLEB REYNLIB POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 02/10/2012 ADDRESS: 3024 Travois Cir, Rescue CA 95672, United States DESCRIPTION: Life insurance sales. 3. NWF ADVISORY SERVICES, INC. POSITION: Other - Independent Contractor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 03/26/2012 ADDRESS: 11835 W Olympic Blvd, Suite 1155E, Los Angeles CA 90064, United States DESCRIPTION: Allocate and trade client accounts in line with client objectives and risk tolerances.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-12 |
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