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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-14 |
| CA | RA | APPROVED | 2025-01-27 |
| IN | RA | APPROVED | 2025-01-27 |
| MO | RA | APPROVED | 2025-01-27 |
| TX | RA | APPROVED | 2025-01-27 |
| WA | RA | APPROVED | 2025-01-27 |
| WI | RA | APPROVED | 2025-01-27 |
Branch Locations
205 N College Ave Ste 714, Bloomington, IN 47404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Bloomington | IN | 01/2025 | Present |
| Joni Chan Piano Studio | Bloomington | IN | 01/2015 | Present |
1. Piano teaching and performing activities; non-investment related; self-employed; 10 hours/ month, 0 hours during securities trading hours, Start date was 1st January 2015 2. CONCERT PERFORMANCE POSITION: Performer, Pianist NATURE: It is a music gig, performance. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/02/2025 ADDRESS: 355 Eagleson Ave, Bloomington IN 47405, United States DESCRIPTION: I will be performing on the piano for an international ensemble. 3. FOOD CATER POSITION: Chef NATURE: Part Time Work/ Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 1204 S Dunn St, Bloomington IN 47401, United States DESCRIPTION: I cook and deliver meals for two families on weekends 4. MALCOLM WEBB WEALTH MANAGEMENT POSITION: Marketing NATURE: Marketing DBA, sole proprietorship owned by Malcolm Webb INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 205 N College Ave, Bloomington IN 47404, United States DESCRIPTION: Contract for business card and letter head design, whenever regulatory update is required
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-20 |
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