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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 | 2026-02-03 |
| CA | RA | APPROVED | 2026-02-02 |
Branch Locations
17875 Von Karman Avenue Suite 150, Irvine, CA 92614 • United States
1140 South Tremont Street, Oceanside, CA 92054 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifemark Securities Corp. | Rochester | NY | 08/2012 | 01/2024 |
| Starboard Realty | Redondo Beach | CA | 08/2016 | 01/2024 |
| Wells Fargo Clearing Services, Llc | El Segundo | CA | 01/2024 | 02/2026 |
| Osaic Wealth, Inc. | El Segundo | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-10 |
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