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Christopher Lee Cottrell

Osaic Wealth, Inc.

El Dorado Hills, 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 2024-01-19
  • CA RA
    APPROVED
    Since 2024-01-19

Branch Locations

3840 El Dorado Hills Blvd Suite 201, El Dorado Hills, CA 95762 • 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
Questar Capital Minneapolis MN 06/2016 03/2019
Weston & Tuttle Llp Cameron Park CA 08/2013 12/2017
Questar Asset Management Minneapolis MN 06/2016 03/2019
Woodbury Financial Services, Inc. El Dorado Hills CA 03/2019 Present
Woodbury Financial Services, Inc. El Dorado Hills CA 03/2019 01/2024
Hoppe & Cottrell Llp El Dorado Hills CA 12/2017 Present
Osaic Wealth, Inc. El Dorado Hills CA 01/2024 Present
  • 06/2016 → 03/2019
    Questar Capital
    Minneapolis, MN
  • 08/2013 → 12/2017
    Weston & Tuttle Llp
    Cameron Park, CA
  • 06/2016 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → Present
    Woodbury Financial Services, Inc.
    El Dorado Hills, CA
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    El Dorado Hills, CA
  • 12/2017 → Present
    Hoppe & Cottrell Llp
    El Dorado Hills, CA
  • 01/2024 → Present
    El Dorado Hills, CA
Previous Registrations
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    El Dorado Hills, CA
  • 2016-06-30 → 2019-03-01
    Questar Asset Management, Inc.
    Cameron Park, CA
    Minneapolis, MN
    El Dorado Hills, CA
Other Businesses

1. HOPPE COTTRELL LLP POSITION: Partner NATURE: Limited Liability Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2018 ADDRESS: 3860 El Dorado Hills Blvd #503, El Dorado Hills CA 95762, United States DESCRIPTION: CPA and tax advisor for individual and business clients. 2. HOPPE COTTRELL ADVISORS LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2019 ADDRESS: 3860 El Dorado Hills Blvd #503, El Dorado Hills CA 95762, United States DESCRIPTION: Sales and service of fixed insurance products such as term life insurance and other insurance contracts.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-12-20
  • S63 Uniform Securities Agent State Law Examination
    2016-12-20
Designations

View on SEC IAPD

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