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Hussien Garrett Aspaas-Montoya

Osaic Wealth, Inc.

Farmington, NM

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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 2024-09-24
NM RA APPROVED 2023-09-01
  • TX RA
    APPROVED
    Since 2024-09-24
  • NM RA
    APPROVED
    Since 2023-09-01

Branch Locations

5920 E. Main St Suite A, Farmington, NM 87402 • 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
Ironbridge Wc Farmington NM 04/2021 Present
Bentley University Waltham MA 09/2019 07/2021
Casa Blanca Shiprock NM 05/2017 08/2018
Haskell Indian Nations University Lawrence KS 10/2016 12/2016
Bentley University Waltham NM 09/2018 08/2019
Na Shiprock NM 01/2017 04/2017
Na Shiprock NM 06/2016 09/2016
Sagepoint Financial, Inc. Farmington NM 07/2022 09/2023
Osaic Wealth, Inc. Farmington NM 09/2023 Present
  • 04/2021 → Present
    Ironbridge Wc
    Farmington, NM
  • 09/2019 → 07/2021
    Bentley University
    Waltham, MA
  • 05/2017 → 08/2018
    Casa Blanca
    Shiprock, NM
  • 10/2016 → 12/2016
    Haskell Indian Nations University
    Lawrence, KS
  • 09/2018 → 08/2019
    Bentley University
    Waltham, NM
  • 01/2017 → 04/2017
    Na
    Shiprock, NM
  • 06/2016 → 09/2016
    Na
    Shiprock, NM
  • 07/2022 → 09/2023
    Sagepoint Financial, Inc.
    Farmington, NM
  • 09/2023 → Present
    Farmington, NM
Previous Registrations
  • 2023-01-23 → 2023-09-01
    Osaic Services, Inc.
    Farmington, NM
Other Businesses

1. IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/23/2023 ADDRESS: 5920 E Main Street, Suite A, Farmington NM 87402, United States DESCRIPTION: I assist senior Ironbridge Advisors in financial planning prep and use Ironbridge WC, LLC in marketing name for securities and insurance business. 2. ARROWHEAD WEALTH SOLUTION, LLCS POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 5920 E Main St. Suite A, Farmington NM 87402, United States DESCRIPTION: owner operator

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-20
  • S66 Uniform Combined State Law Examination
    2023-01-20
Other Names
  • Hussien Garrett Adler Aspaas
  • Hussien Garrett Aspaas
  • Hussein Garrett Aspaas
  • Hussien Garrett Adler Aspaas-Montoya

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