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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-08
  • CA RA
    APPROVED
    Since 2026-06-08

Branch Locations

Lakewood, NJ • United States

8665 Wilshire Blvd. Suite 200, Beverly Hills, CA 90211 • 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
Cypress Capital Solutions Lakewood NJ 03/2015 04/2026
Osaic Wealth Inc Beverly Hills CA 04/2025 Present
  • 03/2015 → 04/2026
    Cypress Capital Solutions
    Lakewood, NJ
  • 04/2025 → Present
    Beverly Hills , CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-17
  • S66 Uniform Combined State Law Examination
    2025-11-17

View on SEC IAPD

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