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Braham Jeffrey Duncan

Osaic Wealth, Inc.

Irvine, CA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-17
  • CA RA
    APPROVED
    Since 2026-02-17

Branch Locations

17400 Laguna Canyon Road Suite 125, Irvine, CA 92618 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tk Burgers Santa Ana CA 05/2021 10/2024
University Of Colorado Boulder CO 10/2014 05/2021
Assetmark Concord CA 05/2023 08/2023
Northwestern Mutual Life Insurance Company Irvine CA 12/2024 10/2025
Osaic Wealth, Inc Irvine CA 10/2025 Present
  • 05/2021 → 10/2024
    Tk Burgers
    Santa Ana, CA
  • 10/2014 → 05/2021
    University Of Colorado
    Boulder, CO
  • 05/2023 → 08/2023
    Assetmark
    Concord, CA
  • 12/2024 → 10/2025
    Northwestern Mutual Life Insurance Company
    Irvine, CA
  • 10/2025 → Present
    Osaic Wealth, Inc
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-13
S63 Uniform Securities Agent State Law Examination 2025-03-28
  • S66 Uniform Combined State Law Examination
    2026-02-13
  • S63 Uniform Securities Agent State Law Examination
    2025-03-28
Other Names
  • Braham Jeffrey Duncan
  • Braham Jeffrey Duncan

View on SEC IAPD

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Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA

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