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Lisa Denise Whiteman

Osaic Wealth, Inc.

Lacey, WA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-01
WA RA APPROVED 2024-10-01
  • TX RA
    APPROVED
    Since 2024-10-01
  • WA RA
    APPROVED
    Since 2024-10-01

Branch Locations

4200 6Th Ave Se Ste 307, Lacey, WA 98503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Washington State Employees Credit Union Olympia WA 04/2004 10/2024
Lpl Financial Llc Lakewood WA 04/2008 10/2024
Osaic Wealth, Inc. Bellevue WA 10/2024 Present
  • 04/2004 → 10/2024
    Washington State Employees Credit Union
    Olympia, WA
  • 04/2008 → 10/2024
    Lakewood, WA
  • 10/2024 → Present
    Bellevue, WA
Previous Registrations
  • 2008-04-11 → 2024-10-09
    Lakewood, WA
    Lakewood, WA
    San Diego, CA
    Olympia, WA
    Lacey, WA
    Tacoma, WA
    Olympia, WA
  • 2011-01-10 → 2024-10-02
    Wsecu Investment Management
    Olympia, WA
    Olympia, WA
  • 2007-02-28 → 2008-04-07
    Cetera Wealth Services, Llc
    Olympia, WA
    Olympia , WA
Other Businesses

1. WHITEHILL FINANCIAL POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2024 ADDRESS: 10900 NE 4th St, Ste 2300, Bellevue WA 98004, United States DESCRIPTION: Insurance sales and service for various carriers 2. WHITEHILL FINANCIAL POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2024 ADDRESS: 4200 6th Ave SE, Ste 307, Lacey WA 98503, United States DESCRIPTION: Insurance sales and service for various carriers

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-10
  • S66 Uniform Combined State Law Examination
    2005-12-10
Designations
Other Names
  • Lisa Denise Akin
  • Lisa D. Whiteman

View on SEC IAPD

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