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

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-11-24
  • OR RA
    APPROVED
    Since 2025-11-24

Branch Locations

4905 Sw Griffith Dr Suite 105, Beaverton, OR 97005 • 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
Westpac Wealth Partners Lake Oswego OR 05/2021 06/2022
Guardian Life Insurance Company Lake Oswego OR 05/2021 08/2024
Park Avenue Securities Lake Oswego OR 07/2022 08/2024
Pacific University Of Oregon Forest Grove OR 08/2015 05/2017
Walmart Cornelius OR 05/2017 08/2017
Pacific University Of Oregon Forest Grove OR 08/2017 05/2018
Pacific University Of Oregon Forest Grove OR 05/2018 08/2018
Pacific University Of Oregon Forest Grove OR 08/2018 05/2019
Wells Fargo Forest Grove OR 05/2019 06/2021
Guardian Life Insurance Company Hillsboro OR 06/2024 08/2024
Guardian Life Insurance Company Hillsboro OR 06/2024 08/2024
Single Point Advisors Beaverton OR 10/2025 Present
Banner Bank Beaverton OR 10/2024 05/2025
Unemployed Hillsboro OR 06/2025 09/2025
Osaic Wealth, Inc. Beaverton OR 10/2025 Present
  • 05/2021 → 06/2022
    Westpac Wealth Partners
    Lake Oswego, OR
  • 05/2021 → 08/2024
    Guardian Life Insurance Company
    Lake Oswego, OR
  • 07/2022 → 08/2024
    Park Avenue Securities
    Lake Oswego, OR
  • 08/2015 → 05/2017
    Pacific University Of Oregon
    Forest Grove, OR
  • 05/2017 → 08/2017
    Walmart
    Cornelius, OR
  • 08/2017 → 05/2018
    Pacific University Of Oregon
    Forest Grove, OR
  • 05/2018 → 08/2018
    Pacific University Of Oregon
    Forest Grove, OR
  • 08/2018 → 05/2019
    Pacific University Of Oregon
    Forest Grove, OR
  • 05/2019 → 06/2021
    Wells Fargo
    Forest Grove, OR
  • 06/2024 → 08/2024
    Guardian Life Insurance Company
    Hillsboro, OR
  • 06/2024 → 08/2024
    Guardian Life Insurance Company
    Hillsboro, OR
  • 10/2025 → Present
    Single Point Advisors
    Beaverton, OR
  • 10/2024 → 05/2025
    Banner Bank
    Beaverton, OR
  • 06/2025 → 09/2025
    Unemployed
    Hillsboro, OR
  • 10/2025 → Present
    Beaverton, OR
Other Businesses

1. LIFE/HEALTH LICENSED POSITION: Licensed Financial Assistant NATURE: N/A INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/27/2025 ADDRESS: 4905 SW Griffith Dr, Suite 105, Beaverton OR 97005, United States DESCRIPTION: Utilization of insurance contracts for client needs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-22
  • S66 Uniform Combined State Law Examination
    2025-11-22
Other Names
  • Zack Guinan
  • Zach Guinan

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Beaverton, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor