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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-01-24
TX RA APPROVED_RES 2025-01-24
  • AZ RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2025-01-24

Branch Locations

21501 N. 78Th Avenue Suite 100, Peoria, AZ 85382 • 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 Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bamboo Cafe Glendale AZ 04/2008 03/2019
Waddell & Reed, Inc Peoria AZ 06/2016 03/2019
Edward Janulis Peoria AZ 09/2015 03/2019
Various Insurance Carriers For W&R Insurance Agencies Peoria AZ 10/2016 03/2019
Lincoln Financial Advisors Corporation Prescott Valley AZ 03/2019 01/2025
Magic Feet Reflexology Peoria AZ 04/2021 Present
Osaic Wealth, Inc. Peoria AZ 01/2025 Present
  • 04/2008 → 03/2019
    Bamboo Cafe
    Glendale, AZ
  • 06/2016 → 03/2019
    Waddell & Reed, Inc
    Peoria, AZ
  • 09/2015 → 03/2019
    Edward Janulis
    Peoria, AZ
  • 10/2016 → 03/2019
    Various Insurance Carriers For W&R Insurance Agencies
    Peoria, AZ
  • 03/2019 → 01/2025
    Lincoln Financial Advisors Corporation
    Prescott Valley, AZ
  • 04/2021 → Present
    Magic Feet Reflexology
    Peoria, AZ
  • 01/2025 → Present
    Peoria, AZ
Previous Registrations
  • 2019-03-26 → 2025-01-24
    Osaic Fa, Inc.
    Prescott Valley, AZ
    Peoria, AZ
  • 2016-10-06 → 2019-03-28
    Waddell & Reed
    Scottsdale, AZ
    Peoria, AZ
    Peoria, AZ
    Las Vegas, NV
Other Businesses

1) MAGIC FEET REFLEXOLOGY 9785 W HAPPY VALLEY ROAD SUITE# 1150 PEORIA, AZ 85383 CATEGORY: SALARIED EMPLOYEE INVESTMENT-RELATED: NO TITLE: EMPLOYEE DUTIES: ADMINISTRATIVE DUTIES. START DATE: 04/2021 HOURS PER MONTH: 100 HOURS PER MONTH DURING TRADING HOURS: 0 2) KING MAH POSITION: Agent, Consultant, Sales Person NATURE: selling and recommending life insurance, long term care policy to fit client's financial plan. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 05/23/2023 ADDRESS: 21501 N 78th Ave, Suite 100, Peoria AZ 85382, United States DESCRIPTION: selling and recommending life insurance, long term care policy to fit client's financial plan. 3. MAGIC FEET REFLEXOLOGY POSITION: Employee NATURE: Greeting of all guests, answering phone calls, and assisting guests with questions regarding all services, making appointments, checking the guess in and charging for services performed. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 0 START DATE: 04/16/2021 ADDRESS: 9785 W HAPPY VALLEY RD, #1150, PEORIA AZ 85383, United States DESCRIPTION: Greeting of all guests, answering phone calls, and assisting guests with questions regarding all services, making appointments, checking the guess in and charging for services performed.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-05
  • S66 Uniform Combined State Law Examination
    2016-10-05

View on SEC IAPD

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