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Omar Shallan

Santa Cruz Financial

Rancho Cucamonga, CA

CRD 8015940

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Employer firm

Santa Cruz Financial CRD 334207

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Santa Cruz Financial

9681 Business Center Drive Suite A, Rancho Cucamonga, CA 91730 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-23
  • CA RA
    APPROVED
    Since 2026-04-23

Branch Locations

9681 Business Center Drive Suite A, Rancho Cucamonga, CA 91730 • 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
Save In Insurance Ontario CA 11/2015 11/2025
Santa Cruz Financial Rancho Cucamonga CA 11/2025 Present
  • 11/2015 → 11/2025
    Save In Insurance
    Ontario, CA
  • 11/2025 → Present
    Santa Cruz Financial
    Rancho Cucamonga, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-25
S66 Uniform Combined State Law Examination 2023-05-23
  • S65 Uniform Investment Adviser Law Examination
    2025-03-25
  • S66 Uniform Combined State Law Examination
    2023-05-23
Other Names
  • Omar Osama Shallan

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
LPL FINANCIAL LLC
PRIVATUS

Nearby Investors

ART F CARDENAS
JUSTIN BUDDY ARCE
NARRIMAN N SANCHEZ

Nearby Offices

OSAIC WEALTH, INC. · RANCHO CUCAMONGA, CA
LPL FINANCIAL LLC · RANCHO CUCAMONGA, CA
PRIVATUS · RANCHO CUCAMONGA, CA

More in Rancho Cucamonga, CA

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