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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-25 |
Branch Locations
21671 Gateway Center Dr Suite 112, Diamond Bar, CA 91765 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Diamond Bar | CA | 09/2015 | 01/2024 |
| Osaic Wealth, Inc. | Diamond Bar | CA | 01/2024 | Present |
1. BRIAN CHAN, CRTP POSITION: Tax Preparer NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 15 START DATE: 02/01/2018 ADDRESS: 21671 Gateway Center Drive, Suite 112, Diamond Bar CA 91765, United States DESCRIPTION: Tax Preparation 2. BRIAN CHAN POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/14/2021 ADDRESS: 21671 Gateway Center Drive, Suite 112, Diamond Bar CA 91765, United States DESCRIPTION: Rental Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-17 |
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