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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
Branch Locations
8880 Cal Center Drive Suite 220, Sacramento, CA 95826-3229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Security Centers | Sacramento | CA | 11/2024 | Present |
| The Cheesecake Factory | Sacramento | CA | 05/2016 | 11/2024 |
| Osaic Wealth, Inc | Sacramento | CA | 04/2025 | Present |
1. RETIREMENT SECURITY CENTERS, LLC POSITION: Financial Professional Trainee NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 09/08/2025 ADDRESS: 8880 Cal Center Drive, STE 220, Sacramento CA 95826, United States DESCRIPTION: Utilize financial planning, retirement, and investment software for client meetings. Schedule appointments with existing clients and manage meeting logistics. Support Senior Planners with applications and operational tasks. Assist individual financial planners with various projects.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-20 |
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