Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-02-12
  • ID RA
    APPROVED
    Since 2026-02-12

Branch Locations

Caldwell, ID • United States

Eagle, ID • 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
Robinhood Financial, Llc Denver CO 07/2020 12/2022
Jack In The Box Eagle ID 05/2016 01/2017
Living Waters Wellness Center Boise ID 06/2019 08/2019
University Of Arizona Residence Life Tucson AZ 08/2017 05/2020
University Of Arizona Tucson AZ 02/2017 05/2018
Robinhood Markets, Inc Denver CO 06/2022 12/2022
Moors Cabot Inc Mesa AZ 12/2022 10/2025
Osaic Wealth Inc Phoenix AZ 11/2025 Present
  • 07/2020 → 12/2022
    Robinhood Financial, Llc
    Denver, CO
  • 05/2016 → 01/2017
    Jack In The Box
    Eagle, ID
  • 06/2019 → 08/2019
    Living Waters Wellness Center
    Boise, ID
  • 08/2017 → 05/2020
    University Of Arizona Residence Life
    Tucson, AZ
  • 02/2017 → 05/2018
    University Of Arizona
    Tucson, AZ
  • 06/2022 → 12/2022
    Robinhood Markets, Inc
    Denver, CO
  • 12/2022 → 10/2025
    Moors Cabot Inc
    Mesa, AZ
  • 11/2025 → Present
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-21
S63 Uniform Securities Agent State Law Examination 2020-12-30
  • S66 Uniform Combined State Law Examination
    2025-02-21
  • S63 Uniform Securities Agent State Law Examination
    2020-12-30

View on SEC IAPD

More in Caldwell, ID

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor