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Mckay Marble Warren

Osaic Wealth, Inc.

Orem, UT

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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_RES 2023-09-12
UT RA APPROVED 2021-01-26
  • TX RA
    APPROVED_RES
    Since 2023-09-12
  • UT RA
    APPROVED
    Since 2021-01-26

Branch Locations

566 West 800 North Suite 203, Orem, UT 84057 • 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
Hansen Chiropractic Orem UT 07/2015 07/2018
Hobble Creek Wealth Orem UT 08/2018 Present
New Planner Recruiting Athens GA 08/2018 01/2019
Osaic Wealth, Inc. Orem UT 11/2019 Present
  • 07/2015 → 07/2018
    Hansen Chiropractic
    Orem, UT
  • 08/2018 → Present
    Hobble Creek Wealth
    Orem, UT
  • 08/2018 → 01/2019
    New Planner Recruiting
    Athens, GA
  • 11/2019 → Present
    Orem, UT
Other Businesses

1. Hobble Creek Wealth. The business is investment related. Address: 566 W 800 N Suite 203 Orem, UT 84057. I work as an Administrative Assistant. I started 08/2018. I devote 160 a month. I devote 100 hours during securities trading hours. I am an assistant to a registered representative. I help with paperwork, scheduling, and taking notes during appointments. 2. MCKAY WARREN POSITION: Broker NATURE: Sole Proprietorship. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2020 ADDRESS: 566 W 800 N, 203, Orem UT 84057, United States DESCRIPTION: I quote and sell term life insurance policies. 3. PEACEFUL DIVORCE SOLUTIONS POSITION: Divorce Consultant NATURE: I would be a contracted consultant for Peaceful Divorce Solutions. They are a mediation service for divorcing couples. They would contract me to create a summation of total household assets (real estate, cars, furniture, cash, bank accounts, investments, etc.) and present a proposed equitable division of the property for the attorneys and the mediator to use to create the divorce decree. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 8 START DATE: 05/01/2025 ADDRESS: 306 E 160 N, American Fork UT 84003, United States DESCRIPTION: Enter in summation of marital property into a Family Law software. Conduct an interview of both the husband and wife to learn about the preferred outcome in the divorce for the property Use the Family Law software to determine an equitable division of the property Use the Family Law software to give a suggested figure for spousal and child support Attend mediation to present the proposed equitable split.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-01
  • S66 Uniform Combined State Law Examination
    2020-10-01
Other Names
  • Mckay Warren

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