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Kenneth Charles Annaloro

Osaic Wealth, Inc.

San Juan Capistrano, CA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-30
CA RA APPROVED 2024-01-19
  • TX RA
    APPROVED
    Since 2026-01-30
  • CA RA
    APPROVED
    Since 2024-01-19

Branch Locations

32122 Camino Capistrano Suite # 210, San Juan Capistrano, CA 92675 • 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
Questar Capital Corp Minneapolis MN 09/2011 03/2019
The Corban Group Oceanside CA 12/2008 09/2024
Questar Asset Management Minneapolis MN 07/2012 03/2019
Woodbury Financial Services, Inc. San Clemente CA 03/2019 01/2024
Osaic Wealth, Inc. San Juan Capistrano CA 01/2024 Present
  • 09/2011 → 03/2019
    Questar Capital Corp
    Minneapolis, MN
  • 12/2008 → 09/2024
    The Corban Group
    Oceanside, CA
  • 07/2012 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    San Clemente, CA
  • 01/2024 → Present
    San Juan Capistrano, CA
Previous Registrations
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    San Juan Capistrano, CA
  • 2012-09-28 → 2019-03-01
    Questar Asset Management, Inc.
    San Clemente, CA
    Minneapolis, MN
Other Businesses

1. NCG FINANCIAL POSITION: Financial Advisor / Owner NATURE: Insurance, Advisory Services, Financial Advisor, Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/11/2001 ADDRESS: 34542 Camino El Molino, Capistrano Beach CA 92624, United States DESCRIPTION: Investment Management, Financial Planning, Life, Health, and LTC Insurance 2. T - STREET ZOO MUSIC FOUNDATION POSITION: CEO NATURE: This is a non profit that benefits local young musicians with recording, production, and distribution. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2024 ADDRESS: 32122 Camino Capistrano, Suite 210, San Juan Capistrano CA 92675, United States DESCRIPTION: 501c3b 3. ANNALORO FAMILY CABIN POSITION: Owner NATURE: Vacation Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2013 ADDRESS: 42758 Cougar Road, Big Bear Lake CA 92315, United States DESCRIPTION: Property Owner & Manager 4. THREE RIVERS RENTAL PROPERTIES POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/01/2026 ADDRESS: 445959 Dinely Drive, Three Rivers CA 93271, United States DESCRIPTION: Ownership and management of rental property, including airbnb coordination, property maintenance oversight, payment of expenses, and general property management activities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-27
S63 Uniform Securities Agent State Law Examination 2011-11-23
  • S65 Uniform Investment Adviser Law Examination
    2012-09-27
  • S63 Uniform Securities Agent State Law Examination
    2011-11-23
Other Names
  • K.C. Annaloro
  • Kenneth Annaloro

View on SEC IAPD

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