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3061 E. La Palma Ave., Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chatterton & Associates | Tustin | CA | 06/2020 | Present |
| Beckman High School & Pioneer Middle School | Irvine | CA | 09/2015 | 09/2021 |
| Osaic Wealth, Inc. | Anaheim | CA | 09/2025 | Present |
Chatterton & Associates, Investment Advisors Representative: Investment Related Business. 3061 E. La Palma Ave, Anaheim, CA 92806. 156 Hours per month 8 hours during trading hours Osaic Wealth, Registered Representative, Investment Related Business. Number of Hours 4 During Trading Hours: 4. Start Date 9/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-01 |
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