Marcelo Francys Domingues Oliveira

Current Employers

Employment History

• 05/2015 → 11/2018
  Sii
  San Jose, CA
• 11/2018 → Present
  Osaic Wealth, Inc.
  San Jose, CA

Previous Registrations

• 2015-06-02 → 2018-11-02
  Signator Investors, Inc.
  Honolulu, HI
  San Jose, CA
• 2012-01-06 → 2015-06-04
  Transamerica Financial Advisors, Llc
  Concord, CA
  Milpitas, CA
  San Jose, CA
• 2010-07-14 → 2012-01-06
  Investment Advisors International, Inc.
  San Jose, CA
  Concord, CA

Other Businesses

1. PACIFIC FINANCIAL PARTNERS POSITION: Managing Director NATURE: Sole Proprietorship . INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2019 ADDRESS: 3703 Mt Diablo Blvd, Lafayette CA 94549, United States DESCRIPTION: I service existent firm accounts and sell different products such as Long term Care Insurance LTC, Term and universal Life Insurance , Fixed and fixed indexed annuities. Along with servicing and sale of all variable products available in the BD such as , variable life and annuities , mutual funds, managed accounts . 2. CDG CAPITAL PARTENRS LLC POSITION: Owner CEO NATURE: The structure is LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 10055 Tuller Loop, Apt 201, Winter Garden FL 34787, United States DESCRIPTION: Business Description:The business operates as an electronic e-commerce platform that receives orders primarily from clients in Brazil. Once orders are placed, the items are organized, packed into boxes, and prepared for shipment to Brazil. All import-related documentation and customs processes are managed by a third-party logistics provider. Client payments are processed through a third-party payment platform, which handles currency conversion, duty payments, and transfers the net proceeds to the business account in the United States to fund product purchases and related operations. I serve as a silent owner, overseeing the business to ensure that operations remain consistent with the established business plan. Two individuals manage all day-to-day activities, while the owner dedicates only a few hours per month to perform limited oversight and compliance review functions. The individuals running the business will be compensated once the business turn a profit . I provided the capital for operation and executive functions .

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-07
• S63 Uniform Securities Agent State Law Examination
  2008-06-20