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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2025-01-27
  • MT RA
    APPROVED
    Since 2025-01-27

Branch Locations

3420 Coach Lane Suite 3, Cameron Park, CA 95682 • 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
Weston & Tuttle Llp Cameron Park CA 01/2016 Present
Osaic Weatlh Inc Cameron Park CA 11/2024 Present
  • 01/2016 → Present
    Weston & Tuttle Llp
    Cameron Park, CA
  • 11/2024 → Present
    Osaic Weatlh Inc
    Cameron Park, CA
Other Businesses

1. WESTON & TUTTLE LLP POSITION: Partner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2021 ADDRESS: 3420 Coach Ln. Ste 11, Cameron Park CA 95682, United States DESCRIPTION: Tax Preparer

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-23
  • S66 Uniform Combined State Law Examination
    2025-01-23

View on SEC IAPD

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