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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-04 |
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 |
|---|---|---|---|---|
| Osaic Fa, Inc. | Glendale | CA | 07/2024 | Present |
| Ministerio De Educacion, Spain | Cartes | 09/2023 | 05/2024 | |
| Mixmode | Santa Barbara | CA | 01/2022 | 08/2022 |
| Westmont College | Santa Barbara | CA | 08/2019 | 05/2023 |
| Westmont College | Santa Barbara | CA | 08/2020 | 05/2021 |
| Santa Barbara Girls Lacrosse Association | Santa Barbara | CA | 02/2020 | 04/2021 |
| Lincoln Financial Group | Glendale | CA | 09/2018 | 09/2019 |
| Crescenta Valley High School | La Crescenta | CA | 08/2015 | 06/2019 |
| None | Glendale | CA | 06/2023 | 09/2023 |
| Osaic Wealth, Inc. | Glendale | CA | 01/2025 | Present |
GLENDALE UNIFIED SCHOOL DISTRICT, CRESCENTA VALLEY HIGH SCHOOL POSITION: Lacrosse Assistant Coach NATURE: High School INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 24 START DATE: 09/30/2025 ADDRESS: 2900, La Crescenta CA 91214, United States DESCRIPTION: Assistant coach for the girls' lacrosse team at Crescenta Valley High School. Coaching practices and games throughout the school year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-28 |
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