Inactive

Omar Shallan

Santa Cruz Financial

Rancho Cucamonga, CA

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Current Employers

Santa Cruz Financial

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Code	Exam	Date
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

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LPL ENTERPRISE, LLC · RANCHO CUCAMONGA, CA

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