Corbin James Weatherby

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 04/2018
  J.P. Morgan Chase Bank Na
  Scottsdale, AZ
• 07/2016 → 04/2018
  J.P. Morgan Securities Llc
  Scottsdale, AZ
• 05/2018 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 05/2018 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Cameron Park, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Cameron Park, CA

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Cameron Park, CA
• 2018-06-18 → 2019-03-01
  Questar Asset Management, Inc.
  Cameron Park, CA
  Minneapolis, MN

Other Businesses

1) AMERICAN FINANCIAL EDUCATION ALLIANCE POSITION: Chapter President / Instructor NATURE: This is a public 501(c)3charity and non-profit organization. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2019 ADDRESS: 3420 Coach Lane, Suite 3, Cameron Park CA 95682, United States DESCRIPTION: Serve voluntarily as an instructor for a public charity - the American Financial Education Alliance. Chapter President and instructor for financial education courses presented to the community. No sales element, strictly educational. 2) THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS POSITION: Volunteer Representative NATURE: Non-profit church organization INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/29/2023 ADDRESS: 4621 Pony Express Trail, Camino CA 95709, United States DESCRIPTION: Volunteer representative as leader of a local church congregation. 3) GENERAL INSURANCE POSITION: Insurance Broker NATURE: Sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: 3420 Coach Lane, Suite3, Coach Lane CA 95682, United States DESCRIPTION: General life insurance business, mainly writing term policies or fixed annuities, for our tax and wealth management clients.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-18
• S63 Uniform Securities Agent State Law Examination
  2016-09-20

Other Names

• Corbin Weatherby