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Argenis Biscardi Melendez

Osaic Wealth, Inc.

Lafayette, CA

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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 2023-06-23
CA RA APPROVED 2022-11-01
  • TX RA
    APPROVED
    Since 2023-06-23
  • CA RA
    APPROVED
    Since 2022-11-01

Branch Locations

3703 Mt Diablo Blvd, Lafayette, CA 94549 • 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
Agroservicios Byb, Ca Portuguesa 03/2008 12/2016
Unemployed Miami FL 12/2016 10/2017
Unemployed San Mateo CA 10/2017 06/2018
Golden Gate Power San Francisco CA 06/2018 02/2019
Family First Life Uncasville CT 02/2019 12/2019
New York Life Insurance Company San Jose CA 01/2020 11/2022
Nylife Securities Llc San Jose CA 05/2020 11/2022
Financially Arise Wealth Strategies & Insurance Solutions, Llc Concord CA 08/2022 Present
Royal Alliance Associates, Inc. Jersey City NJ 11/2022 Present
  • 03/2008 → 12/2016
    Agroservicios Byb, Ca
    Portuguesa
  • 12/2016 → 10/2017
    Unemployed
    Miami, FL
  • 10/2017 → 06/2018
    Unemployed
    San Mateo, CA
  • 06/2018 → 02/2019
    Golden Gate Power
    San Francisco, CA
  • 02/2019 → 12/2019
    Family First Life
    Uncasville, CT
  • 01/2020 → 11/2022
    New York Life Insurance Company
    San Jose, CA
  • 05/2020 → 11/2022
    Nylife Securities Llc
    San Jose, CA
  • 08/2022 → Present
    Financially Arise Wealth Strategies & Insurance Solutions, Llc
    Concord, CA
  • 11/2022 → Present
    Royal Alliance Associates, Inc.
    Jersey City, NJ
Other Businesses

1. PACIFIC FINANCIAL PARTNERS POSITION: Financial Advisor NATURE: I'm not a partner or own the company in any way; I'm part of a core group of advisors who help serve existing clients of Pacific Financial Partners. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 08/21/2023 ADDRESS: 3703 Mt. Diablo Blvd, Lafayette CA 94549, United States DESCRIPTION: Servicing existing clients of the firm with insurance and investing products as part of a team of advisors. 2.FINANCIAL PLANNING ASSOCIATION (FPA EAST BAY) POSITION: Board Member /Director At Large NATURE: Nonprofit corporation. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: P.O. Box 948, Clayton CA 94517, United States DESCRIPTION: Support for FPA activities, such as events and happy hours.Not in charge on any financial duties.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-08-21
  • S63 Uniform Securities Agent State Law Examination
    2020-08-21
Designations
Other Names
  • Argenis D Biscardi Melendez
  • Argenis David Biscardi
  • Argenis David Biscardi Melenedez
  • Argenis Biscardi

View on SEC IAPD

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