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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-03 |
Branch Locations
1165 E San Antonio Drive Suite G, Long Beach, CA 90807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chop Chop | Washington Heights | NY | 08/2016 | 02/2018 |
| Karen Codman Fsc Securities | Long Beach | CA | 10/2018 | 11/2023 |
| Student | Huntington Beach | CA | 08/2008 | 09/2018 |
| Osaic Wealth, Inc. | Long Beach | CA | 11/2023 | Present |
1. CODCROW INC POSITION: Investment Advisor Representative NATURE: My salary is paid from Codcrow Inc for the work I do for Lunaria Wealth Management and Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 10/15/2018 ADDRESS: 1165 East San Antonio Drive, Suite G, Long Beach CA 90807, United States DESCRIPTION: Assistant to Karen Codman, collecting reports, assist in the management of accounts under Karen Codman, preparingmailings. Advising clients under my rep code.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-07 |
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