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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-04 |
| CA | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Irvine | CA | 01/2012 | 12/2018 |
| Independent Financial Partners | Irvine | CA | 01/2012 | 12/2018 |
| Resources Investment Advisors | Overland Park | KS | 12/2018 | 12/2020 |
| Woodbury Financial Services Inc | Ladera Ranch | CA | 12/2020 | 01/2024 |
| Osaic Wealth, Inc. | San Juan Capistrano | CA | 01/2024 | Present |
1. INSIGHT ENDEAVORS LLC POSITION: Managing Partner NATURE: Insurance and tax shelter for IAR business INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2012 ADDRESS: 183 Patria, Rancho Mission Viejo CA 92694, United States DESCRIPTION: Investment and Insurance Advisory 2. CLEARPATH STRATEGIC CONSULTANTS POSITION: Managing Director NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 12/21/2020 ADDRESS: 183 Patria, Rancho Mission Viejo CA 92694, United States DESCRIPTION: Business name that will be conducting my business under including Securities and Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-14 |
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