Jeffrey Osakwe

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-05-01

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Kay Properties & Investments Llc	Torrance	CA	03/2022	11/2022
Goldman Sachs Ayco Personal Financial Management	Torrance	CA	08/2019	10/2021
Aftercare Inc	Santa Ana	CA	10/2018	03/2019
Pinkberry	Newport Beach	CA	07/2017	10/2018
University Of California- Irvine	Irvine	CA	07/2015	07/2019
Unemployed	Irvine	CA	11/2021	02/2022
University Of California- Irvine Blood Donor Center	Irvine	CA	09/2016	05/2017
Wells Fargo Advisors Financial Network, Llc	Redondo Beach	CA	01/2023	Present
Unemployed	Los Angeles	CA	11/2022	01/2023
Advantage Solutions	Irvine	CA	09/2018	02/2019

03/2022 → 11/2022

Kay Properties & Investments Llc

Torrance, CA
08/2019 → 10/2021

Goldman Sachs Ayco Personal Financial Management

Torrance, CA
10/2018 → 03/2019

Aftercare Inc

Santa Ana, CA
07/2017 → 10/2018

Pinkberry

Newport Beach, CA
07/2015 → 07/2019

University Of California- Irvine

Irvine, CA
11/2021 → 02/2022

Unemployed

Irvine, CA
09/2016 → 05/2017

University Of California- Irvine Blood Donor Center

Irvine, CA
01/2023 → Present

Wells Fargo Advisors Financial Network, Llc

Redondo Beach, CA
11/2022 → 01/2023

Unemployed

Los Angeles, CA
09/2018 → 02/2019

Advantage Solutions

Irvine, CA

2024-03-20 → 2025-03-25

Wells Fargo Advisors Financial Network, Llc

Redondo Beach, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-03-20