Brent Dennard

Current Employers

Employment History

• 01/2020 → 05/2025
  Diversified Investment Services
  Anaheim Hills, CA
• 05/2018 → 01/2020
  Trinet
  Irvine, CA
• 02/2015 → 05/2018
  Capital Group - American Funds
  Irvine, CA
• 01/2020 → 05/2025
  Commonwealth Financial Network
  Waltham, MA
• 05/2025 → Present
  Osaic Wealth, Inc
  Irvine, CA

Previous Registrations

• 2021-08-18 → 2023-08-09
  Commonwealth Financial Network
  Anaheim Hills, CA

Other Businesses

OWD LLC POSITION: Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 105 START DATE: 03/24/2025 ADDRESS: 17400 Laguna Canyon Rd, Suite 125, Irvine CA 92618, United States DESCRIPTION: I support Senior and Associate Advisors in developing and maintaining client financial plans. I gather and analyze client data, build projections in eMoney, research investments and asset-allocation options, and prepare client-ready materials. I do not provide advice directly to clients or exercise trading discretion; when licensed, I place trades/reallocations strictly at advisor instruction. Analyze client data; model cash-flow, retirement, insurance, and risk scenarios (eMoney)Research investments/products; compare costs, risks, and fit; document findingsCreate charts, reports, and meeting materials; handle meeting prep and follow-upDraft preliminary planning recommendations for advisor review (no discretionary authority)Track plan updates, action items, and paperwork in CRM/custodian systemsExecute trades/reallocations only at advisor direction; maintain records/confirmations

Exams

• S66 Uniform Combined State Law Examination
  2021-08-17

Other Names

• Brent Michael Dennard