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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-05 |
| CA | RA | APPROVED | 2025-01-24 |
Branch Locations
695 Town Center Dr Suite 700, Costa Mesa, CA 92626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sisleys Italian Kitchen | Valencia | CA | 01/2017 | 03/2018 |
| Light Up Masks | Valencia | CA | 10/2018 | 11/2018 |
| The Daily Grill | Irvine | CA | 02/2019 | 10/2020 |
| Unemployed | Valencia | CA | 03/2018 | 10/2018 |
| Marie Callendars | Valencia | CA | 09/2016 | 12/2016 |
| Student | Valencia | CA | 08/2009 | 12/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2019 | 02/2021 |
| Northwestern Mutual Investment Services Llc | Newport Beach | CA | 07/2020 | 02/2021 |
| Lincoln Financial Advisors Corporation | Irvine | CA | 02/2021 | 01/2025 |
| Osaic Wealth, Inc. | Irvine | CA | 01/2025 | Present |
1.ODYSSEY WEALTH DESIGN POSITION: Agent NATURE: I intend to conduct non-variable insurance and non-variable LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/03/2023 ADDRESS: 695 Town Center Drive, Suite 700, Costa Mesa CA 92626, United States DESCRIPTION: I intend to conduct non-variable insurance and non-variable annuity sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-29 |
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