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Danielle N May

Osaic Wealth, Inc.

Scottsdale, AZ

San Diego, CA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-12-13
  • CA RA
    APPROVED
    Since 2023-12-13

Branch Locations

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES

San Diego, CA • 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
Td Ameritrade San Diego CA 08/2016 11/2021
Brio Financial Group San Francisco CA 11/2021 Present
Osaic Wealth, Inc. Jersey City NJ 12/2023 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-04-08
S65 Uniform Investment Adviser Law Examination 2022-02-12
  • S63 Uniform Securities Agent State Law Examination
    2024-04-08
  • S65 Uniform Investment Adviser Law Examination
    2022-02-12
Other Names
  • Danielle Nicole Brown
  • Dani Nicole May

View on SEC IAPD

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MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
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PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
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