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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
Branch Locations
16909 Via De Santa Fe Suite 204 And 205, Rancho Santa Fe, CA 92067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Eugene | OR | 10/2015 | 05/2019 |
| Various Insurance Carriers For W&R Insurance Agencies | Eugene | OR | 03/2016 | 04/2019 |
| Connie Benhamcorp | Roseburg | OR | 01/2018 | 05/2019 |
| Oregon Networking Exchange | Eugene | OR | 03/2018 | 04/2019 |
| Edward Jones | San Diego | CA | 06/2019 | 02/2021 |
| Confidence Wealth Management | Torrance | CA | 05/2021 | 05/2022 |
| Lincoln Financial Advisors | Rancho Santa Fe | CA | 07/2023 | 01/2025 |
| Unemployed | San Diego | CA | 05/2022 | 07/2023 |
| Osaic Wealth, Inc. | Rancho Santa Fe | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-15 |
| S66 | Uniform Combined State Law Examination | 2016-02-20 |
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