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Account
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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 | 2025-11-08 |
| CA | RA | APPROVED | 2025-01-24 |
Branch Locations
3458 Ocean View Boulevard, Glendale, CA 91208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crescenta Valley High School | Glendale | CA | 01/2013 | 06/2017 |
| Westmont College | Montecito | CA | 08/2017 | 08/2020 |
| Westmont College | Monecito | CA | 08/2020 | 05/2021 |
| Au Pair In Ireland | Baltinglass | 02/2022 | 07/2022 | |
| Cpe Ireland | Dublin | 08/2022 | 12/2022 | |
| The Resource Group | Glendale | CA | 01/2023 | 07/2023 |
| Cuala Foundation | Dublin | 07/2021 | 01/2022 | |
| Lincoln Financial Advisors Coporation | Glendale | CA | 07/2023 | 01/2025 |
| Osaic Wealth, Inc. | Glendale | CA | 01/2025 | Present |
1)MARSHALL WEALTH ADVISORS 3458 OCEAN VIEW BLVD GLENDALE, CA 91208 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS LONG-TERM CARE AND TRADITIONAL LIFE INSURANCE ALONG WITH LIFE SETTLEMENTS. START DATE: 01/2024 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 3
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-05 |
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