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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-07
  • CA RA
    APPROVED
    Since 2025-02-07

Branch Locations

2425 Porter St #3, Soquel, CA 95073 • United States

17 Aspen Way, Watsonville, CA 95076 • 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
Edward Jones St Louis MO 07/2021 02/2025
Santa Cruz County Sheriff Santa Cruz CA 10/2018 07/2021
V3 Electric El Dorado Hills CA 06/2018 10/2018
Vipkid Roseville CA 02/2018 07/2018
Yardhouse Roseville CA 05/2018 06/2018
Student Las Vegas NV 06/2017 07/2018
Pounders Restaurant Laie HI 02/2015 06/2017
Four Seasons Teton Village WY 11/2016 02/2017
Osaic Wealth, Inc. Watsonville CA 02/2025 Present
  • 07/2021 → 02/2025
    St Louis, MO
  • 10/2018 → 07/2021
    Santa Cruz County Sheriff
    Santa Cruz, CA
  • 06/2018 → 10/2018
    V3 Electric
    El Dorado Hills, CA
  • 02/2018 → 07/2018
    Vipkid
    Roseville, CA
  • 05/2018 → 06/2018
    Yardhouse
    Roseville, CA
  • 06/2017 → 07/2018
    Student
    Las Vegas, NV
  • 02/2015 → 06/2017
    Pounders Restaurant
    Laie, HI
  • 11/2016 → 02/2017
    Four Seasons
    Teton Village, WY
  • 02/2025 → Present
    Watsonville, CA
Previous Registrations
  • 2021-09-14 → 2025-02-11
    St Louis, MO
    Santa Cruz, CA
    Scotts Valley, CA
    Capitola, CA
    Capitola, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-11
  • S66 Uniform Combined State Law Examination
    2021-09-11
Designations

View on SEC IAPD

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