Ryan David West

Current Employers

Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2023-11-30

AZ RA
APPROVED

Since 2023-11-30

Branch Locations

1675 E. Elliot Road, Gilbert, AZ 85234 • United States

4475 E Van Buren, Phoenix, AZ 85034 • United States

7202 E. Southern Avenue, Mesa, AZ 85209 • United States

2200 S Gilbert Road, Chandler, AZ 85286 • United States

3396 Hayden Road, Scottsdale, AZ 85251 • United States

15625 S 48Th Street, Phoenix, AZ 85048 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Cuso Financial Services, L.P.	San Diego	CA	03/2016	11/2023
Arizona Federal Credit Union	Mesa	AZ	03/2016	Present
Osaic Institutions, Inc	Meriden	CT	11/2023	Present

03/2016 → 11/2023

Cuso Financial Services, L.P.

San Diego, CA
03/2016 → Present

Arizona Federal Credit Union

Mesa, AZ
11/2023 → Present

Osaic Institutions, Inc

Meriden, CT

Previous Registrations

2016-03-30 → 2023-11-29

Cuso Financial Services, L.P.

Mesa, AZ

Gilbert, AZ

Mesa, AZ

Chandler, AZ

Scottsdale, AZ

Scottsdale, AZ

Phoenix, AZ
2013-01-02 → 2016-03-21

Lpl Financial Llc

Mesa, AZ

Phoenix, AZ

Phoenix, AZ

Phoenix, AZ

Scottsdale, AZ

Scottsdale, AZ

Phoenix, AZ

Gilbert, AZ

Phoenix, AZ

Mesa, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-12-21

S66 Uniform Combined State Law Examination

2012-12-21