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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-03-26
  • OR RA
    APPROVED
    Since 2024-03-26

Branch Locations

Tualatin, OR • 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
Massmutual Life Insurance Company Lake Oswego OR 02/2020 03/2024
Mml Investors Services, Llc Lake Oswego OR 09/2020 03/2024
Costco Wholesale Wilsonville OR 06/2017 06/2019
Tualatin Youth Baseball Tualatin OR 01/2010 02/2020
Digitype Design Tualatin OR 08/2016 12/2016
Osaic Tualatin OR 03/2024 Present
  • 02/2020 → 03/2024
    Massmutual Life Insurance Company
    Lake Oswego, OR
  • 09/2020 → 03/2024
    Lake Oswego, OR
  • 06/2017 → 06/2019
    Costco Wholesale
    Wilsonville, OR
  • 01/2010 → 02/2020
    Tualatin Youth Baseball
    Tualatin, OR
  • 08/2016 → 12/2016
    Digitype Design
    Tualatin, OR
  • 03/2024 → Present
    Osaic
    Tualatin, OR
Previous Registrations
Other Businesses

1. CEDAR CREEK FINANCIAL GROUP POSITION: Financial Advisor NATURE: Life and health insurance, investment advisory services, financial planning services and approximately 160 hours per month. This is a DBA and covers all activities of our business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/30/2021 ADDRESS: 21880 sw fuller Dr., Suite 800, Tualatin OR 97062, United States DESCRIPTION: Help clients with their financial needs/planning

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-31
  • S66 Uniform Combined State Law Examination
    2021-08-31

View on SEC IAPD

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