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3061 E. La Palma Ave., Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-04-15 |
| AZ | RA | APPROVED | 2025-02-21 |
| UT | RA | APPROVED | 2025-02-04 |
| VA | RA | APPROVED | 2025-02-04 |
| CA | RA | APPROVED | 2025-02-03 |
| ID | RA | APPROVED | 2025-02-03 |
| NV | RA | APPROVED | 2025-02-03 |
| TX | RA | APPROVED | 2025-02-03 |
| WA | RA | APPROVED | 2025-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chatterton & Associates | Orange | CA | 01/2008 | Present |
| Osaic Wealth, Inc. | Orange | CA | 06/2008 | Present |
1) INVESTMENT ADVISOR; INVESTMENT-RELATED; 3061 E LA PALMA AVE, ANAHEIM, CA 92806; INVESTMENT ADVISOR; 06/25/2008; 160 HOURS/ 90 SECURITIES HOURS; I AM A REGISTERED REP WITH AN INDEPENDENT RIA. OUR INVESTMENT ADVISORY SERVICES ARE LIMITED TO FEE-BASED PRODUCTS ONLY... 2) INSURANCE POSITION: Statutory Agent - NATURE: Registered Investment Adviser - INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/24/2009; ADDRESS: 3061 E La Palma Ave, Anaheim CA 92806 DESCRIPTION: Insurance - selling and maintaining VA transferred to us from new clients - we primarily do not engage in VA sales 3) CHATTERTON & ASSOC INVESTMENT ADVISORY POSITION: Financial Planner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/25/2008 ADDRESS: 3061 E La Palma Ave, Anaheim CA 92806, United States DESCRIPTION: I am a Financial Planner with an Independent RIA (Chatterton & Associates, Inc.) - Engaged in Fee-Based Investments only utilizing SEI Private Trust Company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-12 |
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